JPL Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

JPL Wealth Management’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	$434	Buy	+10	New	+$395	﹤0.01%	1417

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 $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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

JPL Wealth Management's SFBS Position: Q2 2026 in Review

JPL Wealth Management opened a new position in ServisFirst Bancshares (SFBS) in Q2 2026: 10 shares worth $434. The stake represents ﹤0.01% of the portfolio and ranks #1417 among its holdings.

355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

JPL Wealth Management held 10 shares of ServisFirst Bancshares worth $434 as of Q2 2026.
ServisFirst Bancshares was a new JPL Wealth Management position in Q2 2026.
ServisFirst Bancshares made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1417 holding.
355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.