Montag & Associates’s ServisFirst Bancshares SFBS Stock Holding History

Montag & Associates’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	$521K	Hold	12,000	–	–	0.02%	313
2026 Q1	$437K	Hold	12,000	–	–	0.02%	325
2025 Q4	$431K	Hold	12,000	–	–	0.02%	318
2025 Q3	$483K	Hold	12,000	–	–	0.02%	312
2025 Q2	$465K	Hold	12,000	–	–	0.02%	312
2025 Q1	$496K	Hold	12,000	–	–	0.02%	311
2024 Q4	$508K	Hold	12,000	–	–	0.02%	318
2024 Q3	$483K	Hold	12,000	–	–	0.02%	325
2024 Q2	$379K	Hold	12,000	–	–	0.02%	338
2024 Q1	$400K	Hold	12,000	–	–	0.02%	345
2023 Q4	$402K	Hold	12,000	–	–	0.02%	322
2023 Q3	$315K	Hold	12,000	–	–	0.02%	335
2023 Q2	$247K	Hold	12,000	–	–	0.02%	368
2023 Q1	$329K	Hold	12,000	–	–	0.02%	325
2022 Q4	$415K	Hold	12,000	–	–	0.03%	289
2022 Q3	$481K	Buy	+12,000	New	+$506K	0.03%	261

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 $3.38T AUM 44.17% 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

Montag & Associates's SFBS Position: Q2 2026 in Review

Montag & Associates held its ServisFirst Bancshares (SFBS) position steady in Q2 2026 at 12,000 shares worth $521K. The position accounts for 0.02% of the portfolio, ranked #313.

Montag & Associates first reported a position in SFBS in Q3 2022 and has held it in 16 quarters since. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Montag & Associates held 12,000 shares of ServisFirst Bancshares worth $521K as of Q2 2026.
Montag & Associates left its ServisFirst Bancshares share count unchanged in Q2 2026.
ServisFirst Bancshares made up 0.02% of Montag & Associates's portfolio in Q2 2026, its #313 holding.
Montag & Associates first reported a position in ServisFirst Bancshares in Q3 2022 and has held it in 16 quarters since.
356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.