Journey Strategic Wealth’s ServisFirst Bancshares SFBS Stock Holding History

Journey Strategic Wealth’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	$210K	Buy	5,762 +140	+2%	+$5.54K	0.01%	749
2025 Q4	$202K	Buy	5,622 +168	+3%	+$6.16K	0.01%	719
2025 Q3	$220K	Buy	5,454 +2	+0%	+$83	0.01%	620
2025 Q2	$211K	Buy	5,452 +56	+1%	+$2.07K	0.01%	598
2025 Q1	$223K	Buy	5,396 +4	+0.1%	+$174	0.01%	438
2024 Q4	$228K	Sell	5,392 -8	-0.1%	-$355	0.01%	427
2024 Q3	$217K	Buy	+5,400	New	+$205K	0.01%	449
2023 Q1	–	Sell	-6,316	Closed	-$218K	–	281
2022 Q4	$218K	Sell	6,316 -2,014	-24%	-$75.2K	0.03%	198
2022 Q3	$334K	Buy	+8,330	New	+$351K	0.05%	94
2022 Q2	–	Sell	-8,270	Closed	-$394K	–	200
2022 Q1	$394K	Hold	8,270	–	–	0.04%	74
2021 Q4	$351K	Buy	+8,270	New	+$337K	0.04%	107

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Journey Strategic Wealth's SFBS Position: Q1 2026 in Review

Journey Strategic Wealth increased its ServisFirst Bancshares (SFBS) stake by 2.5% in Q1 2026, buying an estimated $5.54K and bringing the position to 5,762 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #749.

Journey Strategic Wealth first reported a position in SFBS in Q4 2021 and has held it in 11 quarters since. The position peaked at $394K in Q1 2022. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

Journey Strategic Wealth held 5,762 shares of ServisFirst Bancshares worth $210K as of Q1 2026.
Journey Strategic Wealth bought 140 ServisFirst Bancshares shares in Q1 2026, an estimated $5.54K.
ServisFirst Bancshares made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #749 holding.
Journey Strategic Wealth first reported a position in ServisFirst Bancshares in Q4 2021 and has held it in 11 quarters since.
Journey Strategic Wealth's ServisFirst Bancshares position peaked at $394K in Q1 2022.
344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.