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	28,466 -930	-3%	-$36.7K	0.06%	85
2026 Q1	$1.07M	Buy	29,396 +4,926	+20%	+$195K	0.06%	87
2025 Q4	$878K	Hold	24,470	–	–	0.05%	96
2025 Q3	$985K	Hold	24,470	–	–	0.06%	90
2025 Q2	$948K	Sell	24,470 -1,204	-5%	-$44.5K	0.06%	84
2025 Q1	$1.06M	Sell	25,674 -4,224	-14%	-$183K	0.07%	75
2024 Q4	$1.27M	Sell	29,898 -1,720	-5%	-$76.4K	0.09%	67
2024 Q3	$1.27M	Sell	31,618 -596	-2%	-$22.7K	0.09%	68
2024 Q2	$1.02M	Sell	32,214 -8,646	-21%	-$267K	0.07%	78
2024 Q1	$1.36M	Hold	40,860	–	–	0.1%	63
2023 Q4	$1.36M	Hold	40,860	–	–	0.11%	58
2023 Q3	$1.07M	Hold	40,860	–	–	0.1%	61
2023 Q2	$836K	Hold	40,860	–	–	0.07%	72
2023 Q1	$1.12M	Hold	40,860	–	–	0.1%	58
2022 Q4	$1.41M	Hold	40,860	–	–	0.14%	49
2022 Q3	$1.63M	Hold	40,860	–	–	0.18%	39
2022 Q2	$1.61M	Hold	40,860	–	–	0.16%	44
2022 Q1	$1.95M	Hold	40,860	–	–	0.17%	46
2021 Q4	$1.74M	Hold	40,860	–	–	0.15%	47
2021 Q3	$1.59M	Sell	40,860 -70	-0.2%	-$2.5K	0.15%	43
2021 Q2	$1.39M	Hold	40,930	–	–	0.14%	47
2021 Q1	$1.25M	Sell	40,930 -8,506	-17%	-$211K	0.14%	50
2020 Q4	$996K	Buy	49,436 +8,346	+20%	+$162K	0.13%	56
2020 Q3	$699K	Hold	41,090	–	–	0.11%	66
2020 Q2	$735K	Sell	41,090 -1,602	-4%	-$26.4K	0.13%	65
2020 Q1	$626K	Sell	42,692 -532	-1%	-$9.32K	0.15%	62
2019 Q4	$796K	Buy	43,224 +208	+0.5%	+$3.72K	0.14%	60
2019 Q3	$713K	Sell	43,016 -1,344	-3%	-$21.7K	0.14%	60
2019 Q2	$760K	Hold	44,360	–	–	0.14%	61
2019 Q1	$749K	Sell	44,360 -242	-0.5%	-$4.13K	0.15%	62
2018 Q4	$711K	Buy	44,602 +2,242	+5%	+$40.4K	0.16%	60
2018 Q3	$829K	Hold	42,360	–	–	0.17%	58
2018 Q2	$884K	Hold	42,360	–	–	0.18%	50
2018 Q1	$889K	Sell	42,360 -3,500	-8%	-$73.4K	0.21%	47
2017 Q4	$963K	Hold	45,860	–	–	0.23%	46
2017 Q3	$782K	Sell	45,860 -600	-1%	-$10.7K	0.2%	58
2017 Q2	$857K	Hold	46,460	–	–	0.23%	46
2017 Q1	$845K	Buy	46,460 +23,030	+98%	+$452K	0.24%	47
2016 Q4	$863K	Sell	23,430 -25,430	-52%	-$403K	0.28%	48
2016 Q3	$634K	Sell	48,860 -4,000	-8%	-$51.1K	0.22%	63
2016 Q2	$688K	Hold	52,860	–	–	0.26%	59
2016 Q1	$586K	Sell	52,860 -1,600	-3%	-$15.6K	0.23%	63
2015 Q4	$648K	Buy	+54,460	New	+$614K	0.27%	60

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

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 28,466 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. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Oakworth Capital held 28,466 shares of ServisFirst Bancshares worth $1.23M as of Q2 2026.
Oakworth Capital sold 930 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.
356 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.