HWM
SFBS

HB Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

HB Wealth Management’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 		$1.82M Buy
41,904
+2,706
+7% +$107K 0.01% 508
2026
Q1 		$1.43M Buy
39,198
+706
+2% +$28K 0.01% 532
2025
Q4 		$1.38M Buy
38,492
+232
+0.6% +$8.51K 0.01% 520
2025
Q3 		$1.54M Buy
+38,260
New +$1.58M 0.01% 482
2025
Q2 		– Sell
-38,358
Closed -$1.58M – 1282
2025
Q1 		$1.58M Buy
38,358
+134
+0.4% +$5.82K 0.01% 430
2024
Q4 		$1.62M Buy
38,224
+2,126
+6% +$94.4K 0.02% 318
2024
Q3 		$1.45M Sell
36,098
-422
-1% -$16.1K 0.02% 324
2024
Q2 		$1.15M Sell
36,520
-1,556
-4% -$48K 0.01% 341
2024
Q1 		$1.26M Buy
38,076
+22
+0.1% +$700 0.02% 307
2023
Q4 		$1.27M Buy
38,054
+3,084
+9% +$83.4K 0.02% 287
2023
Q3 		$912K Buy
34,970
+30
+0.1% +$794 0.01% 308
2023
Q2 		$715K Buy
34,940
+1,094
+3% +$25.3K 0.01% 349
2023
Q1 		$925K Hold
33,846
– – 0.02% 299
2022
Q4 		$1.17M Buy
+33,846
New +$1.26M 0.02% 262

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

HB Wealth Management's SFBS Position: Q2 2026 in Review

HB Wealth Management increased its ServisFirst Bancshares (SFBS) stake by 6.9% in Q2 2026, buying an estimated $107K and bringing the position to 41,904 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #508.

HB Wealth Management first reported a position in SFBS in Q4 2022 and has held it in 14 quarters since. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • HB Wealth Management held 41,904 shares of ServisFirst Bancshares worth $1.82M as of Q2 2026.
  • HB Wealth Management bought 2,706 ServisFirst Bancshares shares in Q2 2026, an estimated $107K.
  • ServisFirst Bancshares made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #508 holding.
  • HB Wealth Management first reported a position in ServisFirst Bancshares in Q4 2022 and has held it in 14 quarters since.
  • 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.