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Global Retirement Partners’s ServisFirst Bancshares SFBS Stock Holding History

Global Retirement 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 		$43.3K Buy
+998
New +$39.4K ﹤0.01% 2612
2023
Q1 		– Sell
-2
Closed -$69 – 3325
2022
Q4 		$69 Hold
2
– – ﹤0.01% 2984
2022
Q3 		$0 Sell
2
-56
-97% -$2.36K ﹤0.01% 2941
2022
Q2 		$2K Buy
58
+32
+123% +$1.3K ﹤0.01% 2262
2022
Q1 		$1K Buy
+26
New +$1.14K ﹤0.01% 2508

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 $3.38T AUM 44.17% 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

Global Retirement Partners's SFBS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in ServisFirst Bancshares (SFBS) in Q2 2026: 998 shares worth $43.3K. The stake represents ﹤0.01% of the portfolio and ranks #2612 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SFBS as recently as Q4 2022.

Global Retirement Partners first reported a position in SFBS in Q1 2022 and has held it in 5 quarters since. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Global Retirement Partners held 998 shares of ServisFirst Bancshares worth $43.3K as of Q2 2026.
  • ServisFirst Bancshares was a new Global Retirement Partners position in Q2 2026.
  • ServisFirst Bancshares made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2612 holding.
  • Global Retirement Partners first reported a position in ServisFirst Bancshares in Q1 2022 and has held it in 5 quarters since.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.