Navigoe Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Navigoe 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	$0	Buy	+6	New	+$237	﹤0.01%	1047

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

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

Navigoe Wealth Management opened a new position in ServisFirst Bancshares (SFBS) in Q2 2026: 6 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1047 among its holdings.

354 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Navigoe Wealth Management held 6 shares of ServisFirst Bancshares worth $0 as of Q2 2026.
ServisFirst Bancshares was a new Navigoe Wealth Management position in Q2 2026.
ServisFirst Bancshares made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #1047 holding.
354 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.