FGP
SFBS

Freestone Grove Partners’s ServisFirst Bancshares SFBS Stock Holding History

Freestone Grove Partners’s Portfolio SFBS Stock Details SFBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$494K Buy
11,396
+4,056
+55% +$160K ﹤0.01% 675
2026
Q1 		$267K Buy
+7,340
New +$291K ﹤0.01% 705

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Freestone Grove Partners's SFBS Position: Q2 2026 in Review

Freestone Grove Partners increased its ServisFirst Bancshares (SFBS) stake by 55% in Q2 2026, buying an estimated $160K and bringing the position to 11,396 shares worth $494K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Freestone Grove Partners first reported a position in SFBS in Q1 2026 and has held it in 2 quarters since. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Freestone Grove Partners held 11,396 shares of ServisFirst Bancshares worth $494K as of Q2 2026.
  • Freestone Grove Partners bought 4,056 ServisFirst Bancshares shares in Q2 2026, an estimated $160K.
  • ServisFirst Bancshares made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #675 holding.
  • Freestone Grove Partners first reported a position in ServisFirst Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.