Rockefeller Capital Management’s ServisFirst Bancshares SFBS Stock Holding History

Rockefeller Capital 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	$59.1K	Buy	1,358 +318	+31%	+$12.5K	﹤0.01%	3285
2026 Q1	$37.9K	Sell	1,040 -4	-0.4%	-$158	﹤0.01%	3417
2025 Q4	$37.5K	Sell	1,044 -278	-21%	-$10.2K	﹤0.01%	3208
2025 Q3	$53.2K	Buy	+1,322	New	+$54.8K	﹤0.01%	2877
2023 Q1	–	Sell	-36	Closed	-$1K	–	3574
2022 Q4	$1K	Sell	36 -82	-69%	-$3.06K	﹤0.01%	3751
2022 Q3	$4K	Sell	118 -108	-48%	-$4.55K	﹤0.01%	3426
2022 Q2	$8K	Buy	226 +110	+95%	+$4.48K	﹤0.01%	3249
2022 Q1	$4K	Buy	116 +28	+32%	+$1.22K	﹤0.01%	3443
2021 Q4	$3K	Hold	88	–	–	﹤0.01%	3454
2021 Q3	$3K	Buy	+88	New	+$3.15K	﹤0.01%	3360

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

Rockefeller Capital Management's SFBS Position: Q2 2026 in Review

Rockefeller Capital Management increased its ServisFirst Bancshares (SFBS) stake by 31% in Q2 2026, buying an estimated $12.5K and bringing the position to 1,358 shares worth $59.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3285.

Rockefeller Capital Management first reported a position in SFBS in Q3 2021 and has held it in 10 quarters since. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Rockefeller Capital Management held 1,358 shares of ServisFirst Bancshares worth $59.1K as of Q2 2026.
Rockefeller Capital Management bought 318 ServisFirst Bancshares shares in Q2 2026, an estimated $12.5K.
ServisFirst Bancshares made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3285 holding.
Rockefeller Capital Management first reported a position in ServisFirst Bancshares in Q3 2021 and has held it in 10 quarters since.
356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.