SS
SFBS

Steve Schonfeld’s ServisFirst Bancshares SFBS Stock Holding History

Steve Schonfeld’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 		$506K Buy
+11,676
New +$461K ﹤0.01% 1812
2026
Q1 		– Sell
-10,548
Closed -$379K – 2615
2025
Q4 		$379K Buy
10,548
+658
+7% +$24.1K ﹤0.01% 1499
2025
Q3 		$398K Buy
9,890
+1,482
+18% +$61.4K ﹤0.01% 1751
2025
Q2 		$326K Buy
+8,408
New +$310K ﹤0.01% 1668
2024
Q3 		– Sell
-29,500
Closed -$932K – 2380
2024
Q2 		$932K Buy
+29,500
New +$911K 0.01% 1233
2024
Q1 		– Sell
-9,780
Closed -$326K – 2367
2023
Q4 		$326K Buy
+9,780
New +$264K ﹤0.01% 1404
2022
Q1 		– Sell
-9,400
Closed -$399K – 2894
2021
Q4 		$399K Buy
+9,400
New +$383K ﹤0.01% 1384
2021
Q3 		– Sell
-18,600
Closed -$632K – 2431
2021
Q2 		$632K Sell
18,600
-10,800
-37% -$357K 0.01% 1087
2021
Q1 		$901K Buy
29,400
+14,400
+96% +$358K 0.01% 939
2020
Q4 		$302K Sell
15,000
-5,000
-25% -$96.9K ﹤0.01% 1204
2020
Q3 		$340K Buy
+20,000
New +$359K 0.01% 1051
2020
Q1 		– Sell
-13,346
Closed -$251K – 1481
2019
Q4 		$251K Buy
+13,346
New +$239K 0.01% 1063

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

Steve Schonfeld's SFBS Position: Q2 2026 in Review

Steve Schonfeld opened a new position in ServisFirst Bancshares (SFBS) in Q2 2026: 11,676 shares worth $506K. The stake represents ﹤0.01% of the portfolio and ranks #1812 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in SFBS as recently as Q4 2025.

Steve Schonfeld first reported a position in SFBS in Q4 2019 and has held it in 12 quarters since. The position peaked at $932K in Q2 2024. 353 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Steve Schonfeld held 11,676 shares of ServisFirst Bancshares worth $506K as of Q2 2026.
  • ServisFirst Bancshares was a new Steve Schonfeld position in Q2 2026.
  • ServisFirst Bancshares made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1812 holding.
  • Steve Schonfeld first reported a position in ServisFirst Bancshares in Q4 2019 and has held it in 12 quarters since.
  • Steve Schonfeld's ServisFirst Bancshares position peaked at $932K in Q2 2024.
  • 353 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.