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
Q2 		$145K Buy
3,336
+92
+3% +$3.63K 0.01% 679
2026
Q1 		$118K Buy
3,244
+90
+3% +$3.56K 0.01% 715
2025
Q4 		$113K Buy
+3,154
New +$116K 0.01% 714
2021
Q1 		– Sell
-100
Closed -$2K – 1660
2020
Q4 		$2K Buy
+100
New +$1.94K ﹤0.01% 1973

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

Pinnacle Wealth Planning Services's SFBS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its ServisFirst Bancshares (SFBS) stake by 2.8% in Q2 2026, buying an estimated $3.63K and bringing the position to 3,336 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #679.

Pinnacle Wealth Planning Services first reported a position in SFBS in Q4 2020 and has held it in 4 quarters since. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,336 shares of ServisFirst Bancshares worth $145K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 92 ServisFirst Bancshares shares in Q2 2026, an estimated $3.63K.
  • ServisFirst Bancshares made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #679 holding.
  • Pinnacle Wealth Planning Services first reported a position in ServisFirst Bancshares in Q4 2020 and has held it in 4 quarters since.
  • 357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.