Luken Investment Analytics’s ServisFirst Bancshares SFBS Stock Holding History

Luken Investment Analytics’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	$768K	Hold	17,702	–	–	0.27%	39
2026 Q1	$645K	Hold	17,702	–	–	0.25%	39
2025 Q4	$635K	Sell	17,702 -700	-4%	-$25.7K	0.25%	32
2025 Q3	$741K	Sell	18,402 -1,500	-8%	-$62.1K	0.29%	33
2025 Q2	$771K	Buy	19,902 +756	+4%	+$27.9K	0.34%	32
2025 Q1	$791K	Hold	19,146	–	–	0.37%	30
2024 Q4	$811K	Sell	19,146 -1,150	-6%	-$51.1K	0.38%	29
2024 Q3	$816K	Sell	20,296 -1,288	-6%	-$49K	0.37%	28
2024 Q2	$682K	Buy	21,584 +2,332	+12%	+$72K	0.34%	30
2024 Q1	$639K	Hold	19,252	–	–	0.32%	31
2023 Q4	$641K	Hold	19,252	–	–	0.35%	30
2023 Q3	$502K	Sell	19,252 -1,000	-5%	-$26.5K	0.29%	30
2023 Q2	$414K	Buy	20,252 +1,334	+7%	+$30.8K	0.23%	29
2023 Q1	$517K	Buy	18,918 +1,900	+11%	+$63.7K	0.3%	27
2022 Q4	$586K	Buy	+17,018	New	+$636K	0.37%	24
2020 Q4	$302K	Buy	+15,000	New	+$291K	0.22%	26

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

Luken Investment Analytics's SFBS Position: Q2 2026 in Review

Luken Investment Analytics held its ServisFirst Bancshares (SFBS) position steady in Q2 2026 at 17,702 shares worth $768K. The position accounts for 0.27% of the portfolio, ranked #39.

Luken Investment Analytics first reported a position in SFBS in Q4 2020 and has held it in 16 quarters since. The position peaked at $816K in Q3 2024. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Luken Investment Analytics held 17,702 shares of ServisFirst Bancshares worth $768K as of Q2 2026.
Luken Investment Analytics left its ServisFirst Bancshares share count unchanged in Q2 2026.
ServisFirst Bancshares made up 0.27% of Luken Investment Analytics's portfolio in Q2 2026, its #39 holding.
Luken Investment Analytics first reported a position in ServisFirst Bancshares in Q4 2020 and has held it in 16 quarters since.
Luken Investment Analytics's ServisFirst Bancshares position peaked at $816K in Q3 2024.
355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.