JWA
SFBS

JFS Wealth Advisors’s ServisFirst Bancshares SFBS Stock Holding History

JFS Wealth 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 		$3.99K Buy
92
+8
+10% +$316 ﹤0.01% 1371
2026
Q1 		$3.06K Sell
84
-44
-34% -$1.74K ﹤0.01% 1381
2025
Q4 		$4.59K Buy
128
+26
+25% +$954 ﹤0.01% 1272
2025
Q3 		$4.11K Hold
102
– – ﹤0.01% 1197
2025
Q2 		$3.95K Buy
102
+2
+2% +$74 ﹤0.01% 1164
2025
Q1 		$4.13K Hold
100
– – ﹤0.01% 1198
2024
Q4 		$4.24K Buy
100
+2
+2% +$89 ﹤0.01% 1190
2024
Q3 		$3.94K Buy
98
+2
+2% +$76 ﹤0.01% 1206
2024
Q2 		$3.03K Hold
96
– – ﹤0.01% 1266
2024
Q1 		$3.19K Buy
96
+2
+2% +$64 ﹤0.01% 1274
2023
Q4 		$3.13K Buy
94
+28
+42% +$757 ﹤0.01% 1241
2023
Q3 		$1.72K Buy
66
+14
+27% +$370 ﹤0.01% 1418
2023
Q2 		$1.06K Buy
52
+34
+189% +$785 ﹤0.01% 1585
2023
Q1 		$492 Sell
18
-50
-74% -$1.68K ﹤0.01% 1722
2022
Q4 		$2.34K Sell
68
-10
-13% -$373 ﹤0.01% 1314
2022
Q3 		$3K Hold
78
– – ﹤0.01% 1236
2022
Q2 		$3K Sell
78
-10
-11% -$407 ﹤0.01% 1235
2022
Q1 		$4K Buy
88
+48
+120% +$2.1K ﹤0.01% 1174
2021
Q4 		$2K Buy
+40
New +$1.63K ﹤0.01% 1156

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

JFS Wealth Advisors's SFBS Position: Q2 2026 in Review

JFS Wealth Advisors increased its ServisFirst Bancshares (SFBS) stake by 9.5% in Q2 2026, buying an estimated $316 and bringing the position to 92 shares worth $3.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

JFS Wealth Advisors first reported a position in SFBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.59K in Q4 2025. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • JFS Wealth Advisors held 92 shares of ServisFirst Bancshares worth $3.99K as of Q2 2026.
  • JFS Wealth Advisors bought 8 ServisFirst Bancshares shares in Q2 2026, an estimated $316.
  • ServisFirst Bancshares made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1371 holding.
  • JFS Wealth Advisors first reported a position in ServisFirst Bancshares in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's ServisFirst Bancshares position peaked at $4.59K in Q4 2025.
  • 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.