MW
SFBS

Marble Wealth’s ServisFirst Bancshares SFBS Stock Holding History

Marble Wealth’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 		$478K Sell
11,020
-1,948
-15% -$76.9K 0.07% 147
2026
Q1 		$472K Buy
12,968
+2,056
+19% +$81.4K 0.08% 136
2025
Q4 		$392K Buy
+10,912
New +$400K 0.05% 202

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

Marble Wealth's SFBS Position: Q2 2026 in Review

Marble Wealth reduced its ServisFirst Bancshares (SFBS) stake by 15% in Q2 2026, selling an estimated $76.9K and leaving 11,020 shares worth $478K. The position accounts for 0.07% of the portfolio, ranked #147.

Marble Wealth first reported a position in SFBS in Q4 2025 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Marble Wealth held 11,020 shares of ServisFirst Bancshares worth $478K as of Q2 2026.
  • Marble Wealth sold 1,948 ServisFirst Bancshares shares in Q2 2026, an estimated $76.9K.
  • ServisFirst Bancshares made up 0.07% of Marble Wealth's portfolio in Q2 2026, its #147 holding.
  • Marble Wealth first reported a position in ServisFirst Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Marble Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.