RWM
SFBS

Rialto Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Rialto Wealth 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 		$2.08K Buy
48
+18
+60% +$710 ﹤0.01% 1107
2026
Q1 		$1.09K Buy
30
+6
+25% +$238 ﹤0.01% 1070
2025
Q4 		$862 Buy
24
+14
+140% +$514 ﹤0.01% 1050
2025
Q3 		$403 Buy
10
+4
+67% +$166 ﹤0.01% 1322
2025
Q2 		$233 Buy
+6
New +$222 ﹤0.01% 1333

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

Rialto Wealth Management's SFBS Position: Q2 2026 in Review

Rialto Wealth Management increased its ServisFirst Bancshares (SFBS) stake by 60% in Q2 2026, buying an estimated $710 and bringing the position to 48 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Rialto Wealth Management first reported a position in SFBS in Q2 2025 and has held it in 5 quarters since. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Rialto Wealth Management held 48 shares of ServisFirst Bancshares worth $2.08K as of Q2 2026.
  • Rialto Wealth Management bought 18 ServisFirst Bancshares shares in Q2 2026, an estimated $710.
  • ServisFirst Bancshares made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1107 holding.
  • Rialto Wealth Management first reported a position in ServisFirst Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.