Root Financial Partners
SFBS icon

Root Financial Partners’s ServisFirst Bancshares SFBS Stock Holding History

Root Financial Partners’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
Q3 		$35.2K Buy
+880
New +$38K ﹤0.01% 1258
2026
Q2 		– Sell
-480
Closed -$17.5K – 2683
2026
Q1 		$17.5K Buy
480
+238
+98% +$9.42K ﹤0.01% 1397
2025
Q4 		$8.69K Sell
242
-332
-58% -$12.2K ﹤0.01% 1559
2025
Q3 		$23.1K Buy
+574
New +$23.8K ﹤0.01% 1041

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Dimensional Fund Advisors
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Welch Group
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Principal Financial Group
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DAM
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Root Financial Partners's SFBS Position: Q3 2026 in Review

Root Financial Partners opened a new position in ServisFirst Bancshares (SFBS) in Q3 2026: 880 shares worth $35.2K. The stake represents ﹤0.01% of the portfolio and ranks #1258 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SFBS as recently as Q1 2026.

Root Financial Partners first reported a position in SFBS in Q3 2025 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold SFBS as of Q3 2026.

  • Root Financial Partners held 880 shares of ServisFirst Bancshares worth $35.2K as of Q3 2026.
  • ServisFirst Bancshares was a new Root Financial Partners position in Q3 2026.
  • ServisFirst Bancshares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1258 holding.
  • Root Financial Partners first reported a position in ServisFirst Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 227 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.