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
Q1 		$220K Buy
+3,022
New +$239K 0.03% 479

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Personal CFO Solutions's SFBS Position: Q1 2026 in Review

Personal CFO Solutions opened a new position in ServisFirst Bancshares (SFBS) in Q1 2026: 3,022 shares worth $220K. The stake represents 0.03% of the portfolio and ranks #479 among its holdings.

344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Personal CFO Solutions held 3,022 shares of ServisFirst Bancshares worth $220K as of Q1 2026.
  • ServisFirst Bancshares was a new Personal CFO Solutions position in Q1 2026.
  • ServisFirst Bancshares made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #479 holding.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.