PWPS
SFBS

Pinnacle Wealth Planning Services’s ServisFirst Bancshares SFBS Stock Holding History

Pinnacle Wealth Planning Services’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 		$118K Buy
1,622
+45
+3% +$3.56K 0.01% 715
2025
Q4 		$113K Buy
+1,577
New +$116K 0.01% 714
2021
Q1 		– Sell
-50
Closed -$2K – 1660
2020
Q4 		$2K Buy
+50
New +$1.94K ﹤0.01% 1973

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 $2.93B AUM 27.62% 1-Year Est. Return

Pinnacle Wealth Planning Services's SFBS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its ServisFirst Bancshares (SFBS) stake by 2.9% in Q1 2026, buying an estimated $3.56K and bringing the position to 1,622 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #715.

Pinnacle Wealth Planning Services first reported a position in SFBS in Q4 2020 and has held it in 3 quarters since. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,622 shares of ServisFirst Bancshares worth $118K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 45 ServisFirst Bancshares shares in Q1 2026, an estimated $3.56K.
  • ServisFirst Bancshares made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #715 holding.
  • Pinnacle Wealth Planning Services first reported a position in ServisFirst Bancshares in Q4 2020 and has held it in 3 quarters since.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.