IFA
SFBS

Index Fund Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Index Fund 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
Q1 		– Sell
-23,018
Closed -$826K – 154
2025
Q4 		$826K Sell
23,018
-4
-0% -$147 0.04% 71
2025
Q3 		$927K Buy
23,022
+12
+0.1% +$497 0.05% 65
2025
Q2 		$892K Buy
+23,010
New +$850K 0.05% 60

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
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

Index Fund Advisors's SFBS Position: Q1 2026 in Review

Index Fund Advisors sold out of ServisFirst Bancshares (SFBS) in Q1 2026, closing a stake of 23,018 shares — an estimated $826K sold.

Index Fund Advisors first reported a position in SFBS in Q2 2025 and held it in 3 quarters. The position peaked at $927K in Q3 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Index Fund Advisors reported no remaining ServisFirst Bancshares position as of Q1 2026 after selling out during the quarter.
  • Index Fund Advisors sold 23,018 ServisFirst Bancshares shares in Q1 2026, an estimated $826K.
  • Index Fund Advisors first reported a position in ServisFirst Bancshares in Q2 2025 and held it in 3 quarters.
  • Index Fund Advisors's ServisFirst Bancshares position peaked at $927K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.