LFG
SFBS

Larson Financial Group’s ServisFirst Bancshares SFBS Stock Holding History

Larson Financial Group’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 		$19.3K Buy
444
+120
+37% +$4.74K ﹤0.01% 2028
2026
Q1 		$11.8K Buy
324
+88
+37% +$3.48K ﹤0.01% 2136
2025
Q4 		$8.47K Sell
236
-198
-46% -$7.26K ﹤0.01% 2212
2025
Q3 		$17.5K Buy
434
+378
+675% +$15.7K ﹤0.01% 1717
2025
Q2 		$2.17K Buy
56
+14
+33% +$517 ﹤0.01% 2380
2025
Q1 		$1.74K Hold
42
– – ﹤0.01% 2211
2024
Q4 		$1.78K Hold
42
– – ﹤0.01% 1910
2024
Q3 		$1.69K Buy
42
+40
+2,000% +$1.52K ﹤0.01% 1889
2024
Q2 		$63 Buy
+2
New +$62 ﹤0.01% 2334

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

Larson Financial Group's SFBS Position: Q2 2026 in Review

Larson Financial Group increased its ServisFirst Bancshares (SFBS) stake by 37% in Q2 2026, buying an estimated $4.74K and bringing the position to 444 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

Larson Financial Group first reported a position in SFBS in Q2 2024 and has held it in 9 quarters since. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Larson Financial Group held 444 shares of ServisFirst Bancshares worth $19.3K as of Q2 2026.
  • Larson Financial Group bought 120 ServisFirst Bancshares shares in Q2 2026, an estimated $4.74K.
  • ServisFirst Bancshares made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2028 holding.
  • Larson Financial Group first reported a position in ServisFirst Bancshares in Q2 2024 and has held it in 9 quarters since.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

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