LPL Financial
SFBS

LPL Financial’s ServisFirst Bancshares SFBS Stock Holding History

LPL Financial’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 		$3.87M Buy
89,138
+9,786
+12% +$386K ﹤0.01% 3043
2026
Q1 		$2.89M Sell
79,352
-4,340
-5% -$172K ﹤0.01% 3164
2025
Q4 		$3M Buy
83,692
+42,760
+104% +$1.57M ﹤0.01% 3015
2025
Q3 		$1.65M Buy
40,932
+6,582
+19% +$273K ﹤0.01% 3495
2025
Q2 		$1.33M Buy
34,350
+1,468
+4% +$54.2K ﹤0.01% 3492
2025
Q1 		$1.36M Sell
32,882
-292
-0.9% -$12.7K ﹤0.01% 3290
2024
Q4 		$1.41M Buy
33,174
+7,220
+28% +$321K ﹤0.01% 3196
2024
Q3 		$1.04M Sell
25,954
-6,058
-19% -$230K ﹤0.01% 3363
2024
Q2 		$1.01M Buy
32,012
+23,946
+297% +$739K ﹤0.01% 3247
2024
Q1 		$268K Sell
8,066
-564
-7% -$17.9K ﹤0.01% 4293
2023
Q4 		$288K Buy
+8,630
New +$233K ﹤0.01% 4124
2023
Q1 		– Sell
-32,980
Closed -$1.14M – 4572
2022
Q4 		$1.14M Sell
32,980
-524
-2% -$19.6K ﹤0.01% 2542
2022
Q3 		$1.34M Buy
33,504
+1,002
+3% +$42.3K ﹤0.01% 2313
2022
Q2 		$1.28M Sell
32,502
-14,548
-31% -$592K ﹤0.01% 2373
2022
Q1 		$2.24M Buy
47,050
+450
+1% +$19.7K ﹤0.01% 1976
2021
Q4 		$1.98M Buy
46,600
+86
+0.2% +$3.51K ﹤0.01% 2096
2021
Q3 		$1.81M Buy
46,514
+2,638
+6% +$94.4K ﹤0.01% 2132
2021
Q2 		$1.49M Buy
43,876
+1,674
+4% +$55.4K ﹤0.01% 2216
2021
Q1 		$1.29M Buy
+42,202
New +$1.05M ﹤0.01% 2174
2018
Q3 		– Sell
-12,152
Closed -$254K – 3299
2018
Q2 		$254K Sell
12,152
-12,298
-50% -$263K ﹤0.01% 2800
2018
Q1 		$499K Sell
24,450
-7,400
-23% -$155K ﹤0.01% 2145
2017
Q4 		$661K Sell
31,850
-240
-0.7% -$4.88K ﹤0.01% 1821
2017
Q3 		$623K Sell
32,090
-400
-1% -$7.11K ﹤0.01% 1780
2017
Q2 		$599K Buy
32,490
+16,774
+107% +$305K ﹤0.01% 1742
2017
Q1 		$279K Buy
+15,716
New +$308K ﹤0.01% 2253

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

LPL Financial's SFBS Position: Q2 2026 in Review

LPL Financial increased its ServisFirst Bancshares (SFBS) stake by 12% in Q2 2026, buying an estimated $386K and bringing the position to 89,138 shares worth $3.87M. The position accounts for ﹤0.01% of the portfolio, ranked #3043.

LPL Financial first reported a position in SFBS in Q1 2017 and has held it in 25 quarters since. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • LPL Financial held 89,138 shares of ServisFirst Bancshares worth $3.87M as of Q2 2026.
  • LPL Financial bought 9,786 ServisFirst Bancshares shares in Q2 2026, an estimated $386K.
  • ServisFirst Bancshares made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3043 holding.
  • LPL Financial first reported a position in ServisFirst Bancshares in Q1 2017 and has held it in 25 quarters since.
  • 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.