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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
Q2 		$463K Buy
10,664
+14
+0.1% +$552 0.01% 694
2026
Q1 		$388K Buy
10,650
+38
+0.4% +$1.5K ﹤0.01% 1214
2025
Q4 		$381K Sell
10,612
-32
-0.3% -$1.17K 0.01% 727
2025
Q3 		$429K Hold
10,644
– – 0.01% 671
2025
Q2 		$413K Buy
10,644
+228
+2% +$8.42K 0.01% 645
2025
Q1 		$430K Buy
+10,416
New +$452K 0.01% 565

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

Independent Advisor Alliance's SFBS Position: Q2 2026 in Review

Independent Advisor Alliance increased its ServisFirst Bancshares (SFBS) stake by 0.13% in Q2 2026, buying an estimated $552 and bringing the position to 10,664 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #694.

Independent Advisor Alliance first reported a position in SFBS in Q1 2025 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Independent Advisor Alliance held 10,664 shares of ServisFirst Bancshares worth $463K as of Q2 2026.
  • Independent Advisor Alliance bought 14 ServisFirst Bancshares shares in Q2 2026, an estimated $552.
  • ServisFirst Bancshares made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #694 holding.
  • Independent Advisor Alliance first reported a position in ServisFirst Bancshares in Q1 2025 and has held it in 6 quarters since.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.