SWP
SFBS

Sagespring Wealth Partners’s ServisFirst Bancshares SFBS Stock Holding History

Sagespring Wealth 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
Q2 		$371K Buy
8,558
+344
+4% +$13.6K 0.01% 609
2026
Q1 		$299K Sell
8,214
-438
-5% -$17.3K 0.01% 659
2025
Q4 		$311K Buy
8,652
+22
+0.3% +$807 0.01% 611
2025
Q3 		$348K Buy
8,630
+2
+0% +$83 0.01% 556
2025
Q2 		$334K Sell
8,628
-132
-2% -$4.87K 0.01% 543
2025
Q1 		$362K Buy
8,760
+178
+2% +$7.73K 0.01% 464
2024
Q4 		$364K Buy
+8,582
New +$381K 0.01% 423

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

Sagespring Wealth Partners's SFBS Position: Q2 2026 in Review

Sagespring Wealth Partners increased its ServisFirst Bancshares (SFBS) stake by 4.2% in Q2 2026, buying an estimated $13.6K and bringing the position to 8,558 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #609.

Sagespring Wealth Partners first reported a position in SFBS in Q4 2024 and has held it in 7 quarters since. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Sagespring Wealth Partners held 8,558 shares of ServisFirst Bancshares worth $371K as of Q2 2026.
  • Sagespring Wealth Partners bought 344 ServisFirst Bancshares shares in Q2 2026, an estimated $13.6K.
  • ServisFirst Bancshares made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #609 holding.
  • Sagespring Wealth Partners first reported a position in ServisFirst Bancshares in Q4 2024 and has held it in 7 quarters since.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.