OC
SFBS

Oakworth Capital’s ServisFirst Bancshares SFBS Stock Holding History

Oakworth Capital’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 		$1.23M Sell
14,233
-465
-3% -$36.7K 0.06% 85
2026
Q1 		$1.07M Buy
14,698
+2,463
+20% +$195K 0.06% 87
2025
Q4 		$878K Hold
12,235
– – 0.05% 96
2025
Q3 		$985K Hold
12,235
– – 0.06% 90
2025
Q2 		$948K Sell
12,235
-602
-5% -$44.5K 0.06% 84
2025
Q1 		$1.06M Sell
12,837
-2,112
-14% -$183K 0.07% 75
2024
Q4 		$1.27M Sell
14,949
-860
-5% -$76.4K 0.09% 67
2024
Q3 		$1.27M Sell
15,809
-298
-2% -$22.7K 0.09% 68
2024
Q2 		$1.02M Sell
16,107
-4,323
-21% -$267K 0.07% 78
2024
Q1 		$1.36M Hold
20,430
– – 0.1% 63
2023
Q4 		$1.36M Hold
20,430
– – 0.11% 58
2023
Q3 		$1.07M Hold
20,430
– – 0.1% 61
2023
Q2 		$836K Hold
20,430
– – 0.07% 72
2023
Q1 		$1.12M Hold
20,430
– – 0.1% 58
2022
Q4 		$1.41M Hold
20,430
– – 0.14% 49
2022
Q3 		$1.63M Hold
20,430
– – 0.18% 39
2022
Q2 		$1.61M Hold
20,430
– – 0.16% 44
2022
Q1 		$1.95M Hold
20,430
– – 0.17% 46
2021
Q4 		$1.74M Hold
20,430
– – 0.15% 47
2021
Q3 		$1.59M Sell
20,430
-35
-0.2% -$2.5K 0.15% 43
2021
Q2 		$1.39M Hold
20,465
– – 0.14% 47
2021
Q1 		$1.25M Sell
20,465
-4,253
-17% -$211K 0.14% 50
2020
Q4 		$996K Buy
24,718
+4,173
+20% +$162K 0.13% 56
2020
Q3 		$699K Hold
20,545
– – 0.11% 66
2020
Q2 		$735K Sell
20,545
-801
-4% -$26.4K 0.13% 65
2020
Q1 		$626K Sell
21,346
-266
-1% -$9.32K 0.15% 62
2019
Q4 		$796K Buy
21,612
+104
+0.5% +$3.72K 0.14% 60
2019
Q3 		$713K Sell
21,508
-672
-3% -$21.7K 0.14% 60
2019
Q2 		$760K Hold
22,180
– – 0.14% 61
2019
Q1 		$749K Sell
22,180
-121
-0.5% -$4.13K 0.15% 62
2018
Q4 		$711K Buy
22,301
+1,121
+5% +$40.3K 0.16% 60
2018
Q3 		$829K Hold
21,180
– – 0.17% 58
2018
Q2 		$884K Hold
21,180
– – 0.18% 50
2018
Q1 		$889K Sell
21,180
-1,750
-8% -$73.4K 0.21% 47
2017
Q4 		$963K Hold
22,930
– – 0.23% 46
2017
Q3 		$782K Sell
22,930
-300
-1% -$10.7K 0.2% 58
2017
Q2 		$857K Hold
23,230
– – 0.23% 46
2017
Q1 		$845K Buy
23,230
+11,515
+98% +$452K 0.24% 47
2016
Q4 		$863K Sell
11,715
-12,715
-52% -$403K 0.28% 48
2016
Q3 		$634K Sell
24,430
-2,000
-8% -$51.1K 0.22% 63
2016
Q2 		$688K Hold
26,430
– – 0.26% 59
2016
Q1 		$586K Sell
26,430
-800
-3% -$15.6K 0.23% 63
2015
Q4 		$648K Buy
+27,230
New +$614K 0.27% 60

Other funds holding SFBS

WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Oakworth Capital's SFBS Position: Q2 2026 in Review

Oakworth Capital reduced its ServisFirst Bancshares (SFBS) stake by 3.2% in Q2 2026, selling an estimated $36.7K and leaving 14,233 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #85.

Oakworth Capital first reported a position in SFBS in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.95M in Q1 2022. 65 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Oakworth Capital held 14,233 shares of ServisFirst Bancshares worth $1.23M as of Q2 2026.
  • Oakworth Capital sold 465 ServisFirst Bancshares shares in Q2 2026, an estimated $36.7K.
  • ServisFirst Bancshares made up 0.06% of Oakworth Capital's portfolio in Q2 2026, its #85 holding.
  • Oakworth Capital first reported a position in ServisFirst Bancshares in Q4 2015 and has held it in 43 quarters since.
  • Oakworth Capital's ServisFirst Bancshares position peaked at $1.95M in Q1 2022.
  • 65 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.