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 Q1	$11.8K	Buy	162 +44	+37%	+$3.48K	﹤0.01%	2136
2025 Q4	$8.47K	Sell	118 -99	-46%	-$7.26K	﹤0.01%	2212
2025 Q3	$17.5K	Buy	217 +189	+675%	+$15.7K	﹤0.01%	1717
2025 Q2	$2.17K	Buy	28 +7	+33%	+$517	﹤0.01%	2380
2025 Q1	$1.74K	Hold	21	–	–	﹤0.01%	2211
2024 Q4	$1.78K	Hold	21	–	–	﹤0.01%	1910
2024 Q3	$1.69K	Buy	21 +20	+2,000%	+$1.52K	﹤0.01%	1889
2024 Q2	$63	Buy	+1	New	+$62	﹤0.01%	2334

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Larson Financial Group's SFBS Position: Q1 2026 in Review

Larson Financial Group increased its ServisFirst Bancshares (SFBS) stake by 37% in Q1 2026, buying an estimated $3.48K and bringing the position to 162 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2136.

Larson Financial Group first reported a position in SFBS in Q2 2024 and has held it in 8 quarters since. The position peaked at $17.5K in Q3 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

Larson Financial Group held 162 shares of ServisFirst Bancshares worth $11.8K as of Q1 2026.
Larson Financial Group bought 44 ServisFirst Bancshares shares in Q1 2026, an estimated $3.48K.
ServisFirst Bancshares made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2136 holding.
Larson Financial Group first reported a position in ServisFirst Bancshares in Q2 2024 and has held it in 8 quarters since.
Larson Financial Group's ServisFirst Bancshares position peaked at $17.5K in Q3 2025.
344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.