Leavell Investment Management’s ServisFirst Bancshares SFBS Stock Holding History

Leavell Investment 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	$7.88M	Buy	181,748 +40	+0%	+$1.58K	0.29%	88
2026 Q1	$6.62M	Hold	181,708	–	–	0.27%	93
2025 Q4	$6.52M	Sell	181,708 -8,836	-5%	-$324K	0.27%	91
2025 Q3	$7.67M	Hold	190,544	–	–	0.32%	70
2025 Q2	$7.38M	Hold	190,544	–	–	0.33%	70
2025 Q1	$7.87M	Hold	190,544	–	–	0.39%	65
2024 Q4	$8.07M	Sell	190,544 -2,174	-1%	-$96.5K	0.4%	62
2024 Q3	$7.75M	Sell	192,718 -11,020	-5%	-$419K	0.39%	65
2024 Q2	$6.44M	Hold	203,738	–	–	0.36%	70
2024 Q1	$6.79M	Buy	203,738 +700	+0.3%	+$22.3K	0.39%	70
2023 Q4	$6.79M	Sell	203,038 -2,536	-1%	-$68.5K	0.43%	66
2023 Q3	$5.39M	Hold	205,574	–	–	0.38%	71
2023 Q2	$4.24M	Buy	205,574 +190	+0.1%	+$4.39K	0.29%	91
2023 Q1	$5.64M	Buy	205,384 +400	+0.2%	+$13.4K	0.4%	68
2022 Q4	$7.09M	Buy	204,984 +1,000	+0.5%	+$37.3K	0.53%	52
2022 Q3	$8.18M	Hold	203,984	–	–	0.65%	49
2022 Q2	$8.07M	Buy	203,984 +100	+0%	+$4.07K	0.62%	48
2022 Q1	$9.74M	Sell	203,884 -2,700	-1%	-$118K	0.67%	43
2021 Q4	$8.8M	Sell	206,584 -2,306	-1%	-$94K	0.59%	52
2021 Q3	$8.15M	Sell	208,890 -294	-0.1%	-$10.5K	0.61%	50
2021 Q2	$6.44M	Hold	209,184	–	–	0.52%	57
2021 Q1	$6.44M	Sell	209,184 -18,600	-8%	-$462K	0.52%	57
2020 Q4	$4.61M	Sell	227,784 -5,000	-2%	-$96.9K	0.4%	73
2020 Q3	$3.98M	Buy	232,784 +1,000	+0.4%	+$18K	0.35%	80
2020 Q2	$4.17M	Sell	231,784 -16,000	-6%	-$264K	0.41%	72
2020 Q1	$3.65M	Buy	247,784 +34,236	+16%	+$600K	0.42%	72
2019 Q4	$4.04M	Buy	213,548 +38,382	+22%	+$686K	0.38%	82
2019 Q3	$2.92M	Hold	175,166	–	–	0.3%	102
2019 Q2	$3.01M	Buy	175,166 +326	+0.2%	+$5.45K	0.32%	95
2019 Q1	$2.96M	Buy	174,840 +344	+0.2%	+$5.87K	0.33%	92
2018 Q4	$2.79M	Sell	174,496 -764	-0.4%	-$13.8K	0.35%	89
2018 Q3	$3.44M	Buy	175,260 +30,744	+21%	+$650K	0.37%	83
2018 Q2	$3.02M	Sell	144,516 -5,888	-4%	-$126K	0.34%	86
2018 Q1	$3.08M	Buy	150,404 +25,250	+20%	+$529K	0.36%	83
2017 Q4	$2.6M	Buy	125,154 +2	+0%	+$41	0.31%	96
2017 Q3	$2.43M	Sell	125,152 -796	-0.6%	-$14.2K	0.3%	100
2017 Q2	$2.32M	Buy	125,948 +2,412	+2%	+$43.9K	0.29%	101
2017 Q1	$2.25M	Sell	123,536 -24,744	-17%	-$485K	0.29%	101
2016 Q4	$2.78M	Sell	148,280 -2,172	-1%	-$34.4K	0.38%	77
2016 Q3	$1.95M	Hold	150,452	–	–	0.29%	104
2016 Q2	$1.86M	Buy	150,452 +40,000	+36%	+$491K	0.27%	109
2016 Q1	$1.23M	Buy	110,452 +8,144	+8%	+$79.4K	0.18%	137
2015 Q4	$1.22M	Hold	102,308	–	–	0.18%	138
2015 Q3	$1.06M	Buy	+102,308	New	+$998K	0.17%	143

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

Leavell Investment Management's SFBS Position: Q2 2026 in Review

Leavell Investment Management increased its ServisFirst Bancshares (SFBS) stake by 0.02% in Q2 2026, buying an estimated $1.58K and bringing the position to 181,748 shares worth $7.88M. The position accounts for 0.29% of the portfolio, ranked #88.

Leavell Investment Management first reported a position in SFBS in Q3 2015 and has held it in 44 quarters since. The position peaked at $9.74M in Q1 2022. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Leavell Investment Management held 181,748 shares of ServisFirst Bancshares worth $7.88M as of Q2 2026.
Leavell Investment Management bought 40 ServisFirst Bancshares shares in Q2 2026, an estimated $1.58K.
ServisFirst Bancshares made up 0.29% of Leavell Investment Management's portfolio in Q2 2026, its #88 holding.
Leavell Investment Management first reported a position in ServisFirst Bancshares in Q3 2015 and has held it in 44 quarters since.
Leavell Investment Management's ServisFirst Bancshares position peaked at $9.74M in Q1 2022.
356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.