IA
SFBS

IFP Advisors’s ServisFirst Bancshares SFBS Stock Holding History

IFP 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 		$17.2K Buy
396
+372
+1,550% +$14.7K ﹤0.01% 3064
2026
Q1 		$874 Buy
24
+2
+9% +$79 ﹤0.01% 4258
2025
Q4 		$790 Buy
22
+4
+22% +$147 ﹤0.01% 4144
2025
Q3 		$725 Hold
18
– – ﹤0.01% 4055
2025
Q2 		$698 Buy
+18
New +$665 ﹤0.01% 4335
2025
Q1 		– Hold
0
– – – 3504
2024
Q4 		– Hold
0
– – – 3468

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

IFP Advisors's SFBS Position: Q2 2026 in Review

IFP Advisors increased its ServisFirst Bancshares (SFBS) stake by 1,550% in Q2 2026, buying an estimated $14.7K and bringing the position to 396 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3064.

IFP Advisors first reported a position in SFBS in Q2 2025 and has held it in 5 quarters since. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • IFP Advisors held 396 shares of ServisFirst Bancshares worth $17.2K as of Q2 2026.
  • IFP Advisors bought 372 ServisFirst Bancshares shares in Q2 2026, an estimated $14.7K.
  • ServisFirst Bancshares made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3064 holding.
  • IFP Advisors first reported a position in ServisFirst Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.