Kennedy Capital Management’s ServisFirst Bancshares SFBS Stock Holding History

Kennedy Capital 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	$4.55M	Buy	+104,862	New	+$4.14M	0.08%	344
2016 Q2	–	Sell	-241,888	Closed	-$2.69M	–	745
2016 Q1	$2.69M	Sell	241,888 -7,076	-3%	-$69K	0.05%	525
2015 Q4	$2.96M	Sell	248,964 -1,016	-0.4%	-$11.4K	0.06%	496
2015 Q3	$2.6M	Sell	249,980 -1,092	-0.4%	-$10.7K	0.05%	516
2015 Q2	$2.36M	Sell	251,072 -2,032	-0.8%	-$18.1K	0.04%	565
2015 Q1	$2.09M	Sell	253,104 -320	-0.1%	-$2.52K	0.04%	563
2014 Q4	$2.09M	Sell	253,424 -384	-0.2%	-$2.9K	0.04%	563
2014 Q3	$1.83M	Buy	253,808 +59,972	+31%	+$435K	0.04%	579
2014 Q2	$1.4M	Buy	+193,836	New	+$1.39M	0.03%	617

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

Kennedy Capital Management's SFBS Position: Q2 2026 in Review

Kennedy Capital Management opened a new position in ServisFirst Bancshares (SFBS) in Q2 2026: 104,862 shares worth $4.55M. The stake represents 0.08% of the portfolio and ranks #344 among its holdings. This is a return to the name: Kennedy Capital Management previously reported a position in SFBS as recently as Q1 2016.

Kennedy Capital Management first reported a position in SFBS in Q2 2014 and has held it in 9 quarters since. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Kennedy Capital Management held 104,862 shares of ServisFirst Bancshares worth $4.55M as of Q2 2026.
ServisFirst Bancshares was a new Kennedy Capital Management position in Q2 2026.
ServisFirst Bancshares made up 0.08% of Kennedy Capital Management's portfolio in Q2 2026, its #344 holding.
Kennedy Capital Management first reported a position in ServisFirst Bancshares in Q2 2014 and has held it in 9 quarters since.
357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

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