Rafferty Asset Management
SFBS

Rafferty Asset Management’s ServisFirst Bancshares SFBS Stock Holding History

Rafferty Asset Management’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 		$2.03M Sell
46,746
-21,744
-32% -$858K ﹤0.01% 638
2026
Q1 		$2.49M Sell
68,490
-5,382
-7% -$213K 0.01% 560
2025
Q4 		$2.65M Sell
73,872
-3,578
-5% -$131K 0.01% 596
2025
Q3 		$3.12M Buy
77,450
+5,930
+8% +$246K 0.01% 540
2025
Q2 		$2.77M Buy
71,520
+606
+0.9% +$22.4K 0.01% 530
2025
Q1 		$2.93M Sell
70,914
-9,962
-12% -$433K 0.01% 485
2024
Q4 		$3.43M Buy
80,876
+5,822
+8% +$258K 0.01% 494
2024
Q3 		$3.02M Sell
75,054
-29,524
-28% -$1.12M 0.01% 536
2024
Q2 		$3.3M Buy
104,578
+19,296
+23% +$596K 0.01% 508
2024
Q1 		$2.83M Sell
85,282
-11,658
-12% -$371K 0.01% 599
2023
Q4 		$3.23M Buy
96,940
+35,668
+58% +$964K 0.01% 538
2023
Q3 		$1.6M Sell
61,272
-47,620
-44% -$1.26M 0.01% 679
2023
Q2 		$2.23M Buy
108,892
+57,732
+113% +$1.33M 0.01% 615
2023
Q1 		$1.4M Buy
51,160
+35,038
+217% +$1.17M 0.01% 713
2022
Q4 		$555K Sell
16,122
-272
-2% -$10.2K ﹤0.01% 879
2022
Q3 		$656K Sell
16,394
-9,498
-37% -$401K 0.01% 794
2022
Q2 		$1.02M Sell
25,892
-8,494
-25% -$346K 0.01% 634
2022
Q1 		$1.64M Buy
34,386
+4,676
+16% +$204K 0.01% 672
2021
Q4 		$1.26M Sell
29,710
-2,988
-9% -$122K 0.01% 789
2021
Q3 		$1.27M Sell
32,698
-28,442
-47% -$1.02M 0.01% 754
2021
Q2 		$2.08M Buy
61,140
+24,556
+67% +$812K 0.01% 678
2021
Q1 		$1.12M Buy
36,584
+24,082
+193% +$598K 0.01% 746
2020
Q4 		$252K Sell
12,502
-3,582
-22% -$69.4K ﹤0.01% 906
2020
Q3 		$274K Sell
16,084
-698
-4% -$12.5K ﹤0.01% 842
2020
Q2 		$300K Buy
+16,782
New +$277K ﹤0.01% 828
2017
Q2 		– Sell
-42,362
Closed -$771K – 591
2017
Q1 		$771K Buy
+42,362
New +$831K 0.02% 428

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

Rafferty Asset Management's SFBS Position: Q2 2026 in Review

Rafferty Asset Management reduced its ServisFirst Bancshares (SFBS) stake by 32% in Q2 2026, selling an estimated $858K and leaving 46,746 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Rafferty Asset Management first reported a position in SFBS in Q1 2017 and has held it in 26 quarters since. The position peaked at $3.43M in Q4 2024. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Rafferty Asset Management held 46,746 shares of ServisFirst Bancshares worth $2.03M as of Q2 2026.
  • Rafferty Asset Management sold 21,744 ServisFirst Bancshares shares in Q2 2026, an estimated $858K.
  • ServisFirst Bancshares made up ﹤0.01% of Rafferty Asset Management's portfolio in Q2 2026, its #638 holding.
  • Rafferty Asset Management first reported a position in ServisFirst Bancshares in Q1 2017 and has held it in 26 quarters since.
  • Rafferty Asset Management's ServisFirst Bancshares position peaked at $3.43M in Q4 2024.
  • 357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Rafferty Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.