Rothschild Investment LLC’s ServisFirst Bancshares SFBS Stock Holding History

Rothschild Investment LLC’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	$14.3K	Buy	330 +218	+195%	+$8.6K	﹤0.01%	1694
2026 Q1	$4.08K	Buy	112 +32	+40%	+$1.27K	﹤0.01%	2163
2025 Q4	$2.87K	Sell	80 -50	-38%	-$1.83K	﹤0.01%	2183
2025 Q3	$5.23K	Sell	130 -10	-7%	-$414	﹤0.01%	1694
2025 Q2	$5.43K	Sell	140 -20	-13%	-$739	﹤0.01%	1476
2025 Q1	$6.61K	Buy	160 +40	+33%	+$1.74K	﹤0.01%	1311
2024 Q4	$5.08K	Buy	120 +20	+20%	+$888	﹤0.01%	1342
2024 Q3	$4.02K	Buy	100 +70	+233%	+$2.66K	﹤0.01%	1377
2024 Q2	$948	Buy	30 +20	+200%	+$617	﹤0.01%	1689
2024 Q1	$332	Buy	+10	New	+$318	﹤0.01%	1510

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

Rothschild Investment LLC's SFBS Position: Q2 2026 in Review

Rothschild Investment LLC increased its ServisFirst Bancshares (SFBS) stake by 195% in Q2 2026, buying an estimated $8.6K and bringing the position to 330 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

Rothschild Investment LLC first reported a position in SFBS in Q1 2024 and has held it in 10 quarters since. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Rothschild Investment LLC held 330 shares of ServisFirst Bancshares worth $14.3K as of Q2 2026.
Rothschild Investment LLC bought 218 ServisFirst Bancshares shares in Q2 2026, an estimated $8.6K.
ServisFirst Bancshares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1694 holding.
Rothschild Investment LLC first reported a position in ServisFirst Bancshares in Q1 2024 and has held it in 10 quarters since.
356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.