Raymond James Financial’s ServisFirst Bancshares SFBS Stock Holding History

Raymond James Financial’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	$26.6M	Buy	612,692 +142,598	+30%	+$5.63M	0.01%	1355
2026 Q1	$17.1M	Buy	470,094 +73,306	+18%	+$2.9M	0.01%	1587
2025 Q4	$14.2M	Sell	396,788 -52,814	-12%	-$1.94M	﹤0.01%	1689
2025 Q3	$18.1M	Buy	449,602 +21,240	+5%	+$880K	0.01%	1484
2025 Q2	$16.6M	Buy	428,362 +994	+0.2%	+$36.7K	0.01%	1505
2025 Q1	$17.7M	Sell	427,368 -36,136	-8%	-$1.57M	0.01%	1404
2024 Q4	$19.6M	Buy	+463,504	New	+$20.6M	0.01%	1321

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Raymond James Financial's SFBS Position: Q2 2026 in Review

Raymond James Financial increased its ServisFirst Bancshares (SFBS) stake by 30% in Q2 2026, buying an estimated $5.63M and bringing the position to 612,692 shares worth $26.6M. The position accounts for 0.01% of the portfolio, ranked #1355.

Raymond James Financial first reported a position in SFBS in Q4 2024 and has held it in 7 quarters since. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Raymond James Financial held 612,692 shares of ServisFirst Bancshares worth $26.6M as of Q2 2026.
Raymond James Financial bought 142,598 ServisFirst Bancshares shares in Q2 2026, an estimated $5.63M.
ServisFirst Bancshares made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1355 holding.
Raymond James Financial first reported a position in ServisFirst Bancshares in Q4 2024 and has held it in 7 quarters since.
356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.