Jones Financial Companies
SFBS

Jones Financial Companies’s ServisFirst Bancshares SFBS Stock Holding History

Jones Financial Companies’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 		$633K Buy
14,296
+2,458
+21% +$97K ﹤0.01% 2111
2026
Q1 		$429K Buy
11,838
+11,768
+16,811% +$466K ﹤0.01% 2121
2025
Q4 		$2.51K Sell
70
-12
-15% -$440 ﹤0.01% 3755
2025
Q3 		$3.39K Hold
82
– – ﹤0.01% 3513
2025
Q2 		$3.24K Buy
82
+10
+14% +$369 ﹤0.01% 3298
2025
Q1 		$2.95K Buy
+72
New +$3.13K ﹤0.01% 3139
2024
Q4 		– Sell
-130
Closed -$5.14K – 3494
2024
Q3 		$5.14K Buy
+130
New +$4.95K ﹤0.01% 2435

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

Jones Financial Companies's SFBS Position: Q2 2026 in Review

Jones Financial Companies increased its ServisFirst Bancshares (SFBS) stake by 21% in Q2 2026, buying an estimated $97K and bringing the position to 14,296 shares worth $633K. The position accounts for ﹤0.01% of the portfolio, ranked #2111.

Jones Financial Companies first reported a position in SFBS in Q3 2024 and has held it in 7 quarters since. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Jones Financial Companies held 14,296 shares of ServisFirst Bancshares worth $633K as of Q2 2026.
  • Jones Financial Companies bought 2,458 ServisFirst Bancshares shares in Q2 2026, an estimated $97K.
  • ServisFirst Bancshares made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2111 holding.
  • Jones Financial Companies first reported a position in ServisFirst Bancshares in Q3 2024 and has held it in 7 quarters since.
  • 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.