RIL
SFBS

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
165
+109
+195% +$8.6K ﹤0.01% 1694
2026
Q1 		$4.08K Buy
56
+16
+40% +$1.27K ﹤0.01% 2163
2025
Q4 		$2.87K Sell
40
-25
-38% -$1.83K ﹤0.01% 2183
2025
Q3 		$5.23K Sell
65
-5
-7% -$414 ﹤0.01% 1694
2025
Q2 		$5.43K Sell
70
-10
-13% -$738 ﹤0.01% 1476
2025
Q1 		$6.61K Buy
80
+20
+33% +$1.74K ﹤0.01% 1311
2024
Q4 		$5.08K Buy
60
+10
+20% +$888 ﹤0.01% 1342
2024
Q3 		$4.02K Buy
50
+35
+233% +$2.66K ﹤0.01% 1377
2024
Q2 		$948 Buy
15
+10
+200% +$617 ﹤0.01% 1689
2024
Q1 		$332 Buy
+5
New +$318 ﹤0.01% 1510

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 165 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. 150 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Rothschild Investment LLC held 165 shares of ServisFirst Bancshares worth $14.3K as of Q2 2026.
  • Rothschild Investment LLC bought 109 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.
  • 150 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.