NewEdge Advisors’s ServisFirst Bancshares SFBS Stock Holding History

NewEdge Advisors’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	$13.2M	Buy	304,928 +63,528	+26%	+$2.51M	0.04%	418
2026 Q1	$8.79M	Sell	241,400 -1,597,610	-87%	-$63.3M	0.03%	485
2025 Q4	$66M	Buy	1,839,010 +1,838,412	+307,427%	+$67.5M	0.24%	80
2025 Q3	$24.1K	Hold	598	–	–	﹤0.01%	3064
2025 Q2	$23.2K	Hold	598	–	–	﹤0.01%	2903
2025 Q1	$24.7K	Hold	598	–	–	﹤0.01%	2791
2024 Q4	$25.3K	Hold	598	–	–	﹤0.01%	2740
2024 Q3	$24.1K	Hold	598	–	–	﹤0.01%	2667
2024 Q2	$18.9K	Hold	598	–	–	﹤0.01%	2647
2024 Q1	$19.8K	Sell	598 -598	-50%	-$19K	﹤0.01%	2628
2023 Q4	$39.8K	Hold	1,196	–	–	﹤0.01%	2300
2023 Q3	$31.2K	Hold	1,196	–	–	﹤0.01%	2242
2023 Q2	$24.5K	Buy	+1,196	New	+$27.6K	﹤0.01%	2321
2023 Q1	–	Sell	-36	Closed	-$1	–	4032
2022 Q4	$1	Buy	+36	New	+$1.34K	﹤0.01%	4036

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

NewEdge Advisors's SFBS Position: Q2 2026 in Review

NewEdge Advisors increased its ServisFirst Bancshares (SFBS) stake by 26% in Q2 2026, buying an estimated $2.51M and bringing the position to 304,928 shares worth $13.2M. The position accounts for 0.04% of the portfolio, ranked #418.

NewEdge Advisors first reported a position in SFBS in Q4 2022 and has held it in 14 quarters since. The position peaked at $66M in Q4 2025. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

NewEdge Advisors held 304,928 shares of ServisFirst Bancshares worth $13.2M as of Q2 2026.
NewEdge Advisors bought 63,528 ServisFirst Bancshares shares in Q2 2026, an estimated $2.51M.
ServisFirst Bancshares made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #418 holding.
NewEdge Advisors first reported a position in ServisFirst Bancshares in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's ServisFirst Bancshares position peaked at $66M in Q4 2025.
356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.