HIA
SFBS

HFM Investment Advisors’s ServisFirst Bancshares SFBS Stock Holding History

HFM Investment Advisors’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 		$781 Buy
18
+8
+80% +$316 ﹤0.01% 829
2026
Q1 		$364 Buy
10
+4
+67% +$158 ﹤0.01% 795
2025
Q4 		$216 Hold
6
– – ﹤0.01% 997
2025
Q3 		$242 Hold
6
– – ﹤0.01% 935
2025
Q2 		$233 Buy
6
+4
+200% +$148 ﹤0.01% 934
2025
Q1 		$83 Buy
+2
New +$87 ﹤0.01% 912

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

HFM Investment Advisors's SFBS Position: Q2 2026 in Review

HFM Investment Advisors increased its ServisFirst Bancshares (SFBS) stake by 80% in Q2 2026, buying an estimated $316 and bringing the position to 18 shares worth $781. The position accounts for ﹤0.01% of the portfolio, ranked #829.

HFM Investment Advisors first reported a position in SFBS in Q1 2025 and has held it in 6 quarters since. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • HFM Investment Advisors held 18 shares of ServisFirst Bancshares worth $781 as of Q2 2026.
  • HFM Investment Advisors bought 8 ServisFirst Bancshares shares in Q2 2026, an estimated $316.
  • ServisFirst Bancshares made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #829 holding.
  • HFM Investment Advisors first reported a position in ServisFirst Bancshares in Q1 2025 and has held it in 6 quarters since.
  • 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.