IAA
SFBS

Independent Advisor Alliance’s ServisFirst Bancshares SFBS Stock Holding History

Independent Advisor Alliance’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
Q1 		$388K Buy
5,325
+19
+0.4% +$1.5K ﹤0.01% 1214
2025
Q4 		$381K Sell
5,306
-16
-0.3% -$1.17K 0.01% 727
2025
Q3 		$429K Hold
5,322
– – 0.01% 671
2025
Q2 		$413K Buy
5,322
+114
+2% +$8.42K 0.01% 645
2025
Q1 		$430K Buy
+5,208
New +$452K 0.01% 565

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Independent Advisor Alliance's SFBS Position: Q1 2026 in Review

Independent Advisor Alliance increased its ServisFirst Bancshares (SFBS) stake by 0.36% in Q1 2026, buying an estimated $1.5K and bringing the position to 5,325 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Independent Advisor Alliance first reported a position in SFBS in Q1 2025 and has held it in 5 quarters since. The position peaked at $430K in Q1 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Independent Advisor Alliance held 5,325 shares of ServisFirst Bancshares worth $388K as of Q1 2026.
  • Independent Advisor Alliance bought 19 ServisFirst Bancshares shares in Q1 2026, an estimated $1.5K.
  • ServisFirst Bancshares made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1214 holding.
  • Independent Advisor Alliance first reported a position in ServisFirst Bancshares in Q1 2025 and has held it in 5 quarters since.
  • Independent Advisor Alliance's ServisFirst Bancshares position peaked at $430K in Q1 2025.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.