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RFG Advisory’s ServisFirst Bancshares SFBS Stock Holding History

RFG Advisory’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 		$280K Buy
6,466
+146
+2% +$5.76K ﹤0.01% 963
2026
Q1 		$230K Sell
6,320
-626
-9% -$24.8K ﹤0.01% 965
2025
Q4 		$249K Sell
6,946
-16
-0.2% -$587 ﹤0.01% 887
2025
Q3 		$280K Buy
6,962
+4
+0.1% +$166 0.01% 828
2025
Q2 		$270K Sell
6,958
-2,506
-26% -$92.5K 0.01% 812
2025
Q1 		$391K Sell
9,464
-194
-2% -$8.43K 0.01% 642
2024
Q4 		$409K Buy
9,658
+4
+0% +$178 0.01% 571
2024
Q3 		$388K Buy
9,654
+6
+0.1% +$228 0.01% 562
2024
Q2 		$305K Buy
9,648
+6
+0.1% +$185 0.01% 595
2024
Q1 		$320K Buy
9,642
+4
+0% +$127 0.01% 597
2023
Q4 		$321K Buy
9,638
+6
+0.1% +$162 0.01% 538
2023
Q3 		$251K Buy
+9,632
New +$255K 0.01% 552
2023
Q2 		– Sell
-9,616
Closed -$263K – 656
2023
Q1 		$263K Buy
9,616
+140
+1% +$4.69K 0.01% 544
2022
Q4 		$342K Sell
9,476
-758
-7% -$28.3K 0.02% 485
2022
Q3 		$380K Buy
10,234
+1,774
+21% +$74.8K 0.02% 432
2022
Q2 		$368K Sell
8,460
-252
-3% -$10.3K 0.02% 416
2022
Q1 		$415K Hold
8,712
– – 0.03% 358
2021
Q4 		$370K Hold
8,712
– – 0.03% 359
2021
Q3 		$339K Hold
8,712
– – 0.03% 329
2021
Q2 		$296K Hold
8,712
– – 0.03% 355
2021
Q1 		$267K Buy
+8,712
New +$216K 0.03% 359
2019
Q3 		– Sell
-11,620
Closed -$200K – 348
2019
Q2 		$200K Buy
+11,620
New +$194K 0.05% 309
2019
Q1 		– Sell
-71,752
Closed -$1.14M – 297
2018
Q4 		$1.14M Buy
71,752
+54,562
+317% +$982K 0.28% 62
2018
Q3 		$336K Buy
+17,190
New +$363K 0.09% 206

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 $3.38T AUM 44.17% 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

RFG Advisory's SFBS Position: Q2 2026 in Review

RFG Advisory increased its ServisFirst Bancshares (SFBS) stake by 2.3% in Q2 2026, buying an estimated $5.76K and bringing the position to 6,466 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

RFG Advisory first reported a position in SFBS in Q3 2018 and has held it in 24 quarters since. The position peaked at $1.14M in Q4 2018. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • RFG Advisory held 6,466 shares of ServisFirst Bancshares worth $280K as of Q2 2026.
  • RFG Advisory bought 146 ServisFirst Bancshares shares in Q2 2026, an estimated $5.76K.
  • ServisFirst Bancshares made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #963 holding.
  • RFG Advisory first reported a position in ServisFirst Bancshares in Q3 2018 and has held it in 24 quarters since.
  • RFG Advisory's ServisFirst Bancshares position peaked at $1.14M in Q4 2018.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.