KFAS
SFBS

Keating Financial Advisory Services’s ServisFirst Bancshares SFBS Stock Holding History

Keating Financial Advisory Services’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 		$12.8K Buy
296
+12
+4% +$473 ﹤0.01% 1158
2026
Q1 		$10.3K Buy
284
+46
+19% +$1.82K ﹤0.01% 1116
2025
Q4 		$8.54K Buy
+238
New +$8.73K ﹤0.01% 1139

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

Keating Financial Advisory Services's SFBS Position: Q2 2026 in Review

Keating Financial Advisory Services increased its ServisFirst Bancshares (SFBS) stake by 4.2% in Q2 2026, buying an estimated $473 and bringing the position to 296 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Keating Financial Advisory Services first reported a position in SFBS in Q4 2025 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Keating Financial Advisory Services held 296 shares of ServisFirst Bancshares worth $12.8K as of Q2 2026.
  • Keating Financial Advisory Services bought 12 ServisFirst Bancshares shares in Q2 2026, an estimated $473.
  • ServisFirst Bancshares made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1158 holding.
  • Keating Financial Advisory Services first reported a position in ServisFirst Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.