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HBK Sorce Advisory’s ServisFirst Bancshares SFBS Stock Holding History

HBK Sorce Advisory’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 		$203K Buy
+4,486
New +$177K ﹤0.01% 626
2022
Q2 		– Sell
-7,392
Closed -$352K – 542
2022
Q1 		$352K Buy
+7,392
New +$323K 0.02% 369

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

HBK Sorce Advisory's SFBS Position: Q2 2026 in Review

HBK Sorce Advisory opened a new position in ServisFirst Bancshares (SFBS) in Q2 2026: 4,486 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings. This is a return to the name: HBK Sorce Advisory previously reported a position in SFBS as recently as Q1 2022.

HBK Sorce Advisory first reported a position in SFBS in Q1 2022 and has held it in 2 quarters since. The position peaked at $352K in Q1 2022. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • HBK Sorce Advisory held 4,486 shares of ServisFirst Bancshares worth $203K as of Q2 2026.
  • ServisFirst Bancshares was a new HBK Sorce Advisory position in Q2 2026.
  • ServisFirst Bancshares made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #626 holding.
  • HBK Sorce Advisory first reported a position in ServisFirst Bancshares in Q1 2022 and has held it in 2 quarters since.
  • HBK Sorce Advisory's ServisFirst Bancshares position peaked at $352K in Q1 2022.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.