MMPW
SFBS

Mitchell McLeod Pugh & Williams’s ServisFirst Bancshares SFBS Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$6.77M Buy
156,166
+40
+0% +$1.58K 0.83% 25
2026
Q1 		$5.69M Hold
156,126
– – 0.84% 25
2025
Q4 		$6.69M Sell
156,126
-1,630
-1% -$59.8K 0.96% 21
2025
Q3 		$5.62M Sell
157,756
-74
-0% -$3.06K 0.9% 20
2025
Q2 		$6.12M Hold
157,830
– – 1.14% 17
2025
Q1 		$6.52M Hold
157,830
– – 1.35% 13
2024
Q4 		$6.69M Sell
157,830
-250
-0.2% -$11.1K 1.4% 13
2024
Q3 		$6.36M Sell
158,080
-5,062
-3% -$193K 1.33% 13
2024
Q2 		$5.15M Buy
163,142
+36
+0% +$1.11K 1.18% 16
2024
Q1 		$5.41M Sell
163,106
-2,762
-2% -$87.9K 1.3% 13
2023
Q4 		$5.53M Sell
165,868
-134
-0.1% -$3.62K 1.46% 9
2023
Q3 		$4.33M Buy
166,002
+70
+0% +$1.85K 1.28% 14
2023
Q2 		$3.39M Sell
165,932
-8,014
-5% -$185K 0.98% 22
2023
Q1 		$4.75M Buy
173,946
+30
+0% +$1K 1.48% 8
2022
Q4 		$5.99M Sell
173,916
-118
-0.1% -$4.41K 2.03% 6
2022
Q3 		$6.96M Sell
174,034
-200
-0.1% -$8.44K 2.68% 5
2022
Q2 		$6.88M Buy
174,234
+73,400
+73% +$2.99M 2.67% 5
2022
Q1 		$4.8M Sell
100,834
-942
-0.9% -$41.1K 1.61% 9
2021
Q4 		$4.32M Sell
101,776
-1,200
-1% -$48.9K 1.43% 14
2021
Q3 		$4.01M Buy
102,976
+39,100
+61% +$1.4M 1.49% 13
2021
Q2 		$2.17M Buy
63,876
+32,676
+105% +$1.08M 0.83% 26
2021
Q1 		$957K Buy
31,200
+9,100
+41% +$226K 0.4% 78
2020
Q4 		$445K Hold
22,100
– – 0.2% 128
2020
Q3 		$376K Hold
22,100
– – 0.19% 134
2020
Q2 		$395K Hold
22,100
– – 0.22% 127
2020
Q1 		$324K Hold
22,100
– – 0.25% 119
2019
Q4 		$416K Hold
22,100
– – 0.26% 122
2019
Q3 		$366K Hold
22,100
– – 0.25% 129
2019
Q2 		$379K Hold
22,100
– – 0.26% 127
2019
Q1 		$373K Hold
22,100
– – 0.26% 133
2018
Q4 		$352K Hold
22,100
– – 0.28% 123
2018
Q3 		$433K Hold
22,100
– – 0.29% 122
2018
Q2 		$461K Hold
22,100
– – 0.33% 109
2018
Q1 		$451K Hold
22,100
– – 0.32% 111
2017
Q4 		$459K Sell
22,100
-1,500
-6% -$30.5K 0.32% 111
2017
Q3 		$458K Hold
23,600
– – 0.34% 108
2017
Q2 		$435K Hold
23,600
– – 0.33% 109
2017
Q1 		$429K Buy
23,600
+12,000
+103% +$235K 0.34% 112
2016
Q4 		$217K Buy
+11,600
New +$184K 0.18% 156

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

Mitchell McLeod Pugh & Williams's SFBS Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its ServisFirst Bancshares (SFBS) stake by 0.03% in Q2 2026, buying an estimated $1.58K and bringing the position to 156,166 shares worth $6.77M. The position accounts for 0.83% of the portfolio, ranked #25.

Mitchell McLeod Pugh & Williams first reported a position in SFBS in Q4 2016 and has held it in 39 quarters since. The position peaked at $6.96M in Q3 2022. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 156,166 shares of ServisFirst Bancshares worth $6.77M as of Q2 2026.
  • Mitchell McLeod Pugh & Williams bought 40 ServisFirst Bancshares shares in Q2 2026, an estimated $1.58K.
  • ServisFirst Bancshares made up 0.83% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #25 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in ServisFirst Bancshares in Q4 2016 and has held it in 39 quarters since.
  • Mitchell McLeod Pugh & Williams's ServisFirst Bancshares position peaked at $6.96M in Q3 2022.
  • 357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.