NWM
SFBS

Navigate Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Navigate Wealth Management’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 		$1.02M Sell
11,774
-12
-0.1% -$947 0.63% 32
2026
Q1 		$932K Buy
+11,786
New +$933K 0.65% 31

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

Navigate Wealth Management's SFBS Position: Q2 2026 in Review

Navigate Wealth Management reduced its ServisFirst Bancshares (SFBS) stake by 0.1% in Q2 2026, selling an estimated $947 and leaving 11,774 shares worth $1.02M. The position accounts for 0.63% of the portfolio, ranked #32.

Navigate Wealth Management first reported a position in SFBS in Q1 2026 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Navigate Wealth Management held 11,774 shares of ServisFirst Bancshares worth $1.02M as of Q2 2026.
  • Navigate Wealth Management sold 12 ServisFirst Bancshares shares in Q2 2026, an estimated $947.
  • ServisFirst Bancshares made up 0.63% of Navigate Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Navigate Wealth Management first reported a position in ServisFirst Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Navigate Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.