RA
SFBS

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
3,233
+73
+2% +$5.76K ﹤0.01% 963
2026
Q1 		$230K Sell
3,160
-313
-9% -$24.8K ﹤0.01% 965
2025
Q4 		$249K Sell
3,473
-8
-0.2% -$587 ﹤0.01% 887
2025
Q3 		$280K Buy
3,481
+2
+0.1% +$166 0.01% 828
2025
Q2 		$270K Sell
3,479
-1,253
-26% -$92.5K 0.01% 812
2025
Q1 		$391K Sell
4,732
-97
-2% -$8.43K 0.01% 642
2024
Q4 		$409K Buy
4,829
+2
+0% +$178 0.01% 571
2024
Q3 		$388K Buy
4,827
+3
+0.1% +$228 0.01% 562
2024
Q2 		$305K Buy
4,824
+3
+0.1% +$185 0.01% 595
2024
Q1 		$320K Buy
4,821
+2
+0% +$127 0.01% 597
2023
Q4 		$321K Buy
4,819
+3
+0.1% +$162 0.01% 538
2023
Q3 		$251K Buy
+4,816
New +$255K 0.01% 552
2023
Q2 		– Sell
-4,808
Closed -$263K – 656
2023
Q1 		$263K Buy
4,808
+70
+1% +$4.69K 0.01% 544
2022
Q4 		$342K Sell
4,738
-379
-7% -$28.3K 0.02% 485
2022
Q3 		$380K Buy
5,117
+887
+21% +$74.8K 0.02% 432
2022
Q2 		$368K Sell
4,230
-126
-3% -$10.3K 0.02% 416
2022
Q1 		$415K Hold
4,356
– – 0.03% 358
2021
Q4 		$370K Hold
4,356
– – 0.03% 359
2021
Q3 		$339K Hold
4,356
– – 0.03% 329
2021
Q2 		$296K Hold
4,356
– – 0.03% 355
2021
Q1 		$267K Buy
+4,356
New +$216K 0.03% 359
2019
Q3 		– Sell
-5,810
Closed -$200K – 348
2019
Q2 		$200K Buy
+5,810
New +$194K 0.05% 309
2019
Q1 		– Sell
-35,876
Closed -$1.14M – 297
2018
Q4 		$1.14M Buy
35,876
+27,281
+317% +$982K 0.28% 62
2018
Q3 		$336K Buy
+8,595
New +$363K 0.09% 206

Other funds holding SFBS

WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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 3,233 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. 65 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • RFG Advisory held 3,233 shares of ServisFirst Bancshares worth $280K as of Q2 2026.
  • RFG Advisory bought 73 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.
  • 65 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.