Lido Advisors
SFBS

Lido Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Lido Advisors’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 		$540K Buy
12,442
+734
+6% +$29K ﹤0.01% 1437
2026
Q1 		$426K Buy
11,708
+2,170
+23% +$85.9K ﹤0.01% 1389
2025
Q4 		$374K Buy
9,538
+358
+4% +$13.1K ﹤0.01% 1450
2025
Q3 		$370K Buy
9,180
+424
+5% +$17.6K ﹤0.01% 1381
2025
Q2 		$339K Buy
+8,756
New +$323K ﹤0.01% 1278

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

Lido Advisors's SFBS Position: Q2 2026 in Review

Lido Advisors increased its ServisFirst Bancshares (SFBS) stake by 6.3% in Q2 2026, buying an estimated $29K and bringing the position to 12,442 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Lido Advisors first reported a position in SFBS in Q2 2025 and has held it in 5 quarters since. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Lido Advisors held 12,442 shares of ServisFirst Bancshares worth $540K as of Q2 2026.
  • Lido Advisors bought 734 ServisFirst Bancshares shares in Q2 2026, an estimated $29K.
  • ServisFirst Bancshares made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1437 holding.
  • Lido Advisors first reported a position in ServisFirst Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.