PCS
SFBS

Personal CFO Solutions’s ServisFirst Bancshares SFBS Stock Holding History

Personal CFO Solutions’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 		$263K Buy
6,056
+12
+0.2% +$473 0.04% 440
2026
Q1 		$220K Buy
+6,044
New +$239K 0.03% 479

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

Personal CFO Solutions's SFBS Position: Q2 2026 in Review

Personal CFO Solutions increased its ServisFirst Bancshares (SFBS) stake by 0.2% in Q2 2026, buying an estimated $473 and bringing the position to 6,056 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #440.

Personal CFO Solutions first reported a position in SFBS in Q1 2026 and has held it in 2 quarters since. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Personal CFO Solutions held 6,056 shares of ServisFirst Bancshares worth $263K as of Q2 2026.
  • Personal CFO Solutions bought 12 ServisFirst Bancshares shares in Q2 2026, an estimated $473.
  • ServisFirst Bancshares made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #440 holding.
  • Personal CFO Solutions first reported a position in ServisFirst Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.