Steward Partners Investment Advisory’s ServisFirst Bancshares SFBS Stock Holding History

Steward Partners Investment Advisory’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	$1.87M	Buy	+43,100	New	+$1.7M	0.01%	957
2025 Q3	–	Sell	-18	Closed	-$698	–	4370
2025 Q2	$698	Sell	18 -70	-80%	-$2.58K	﹤0.01%	3930
2025 Q1	$3.63K	Buy	88 +12	+16%	+$521	﹤0.01%	3475
2024 Q4	$3.22K	Buy	76 +24	+46%	+$1.07K	﹤0.01%	3499
2024 Q3	$2.09K	Buy	+52	New	+$1.98K	﹤0.01%	3430
2024 Q2	–	Sell	-244	Closed	-$8.1K	–	3705
2024 Q1	$8.1K	Buy	+244	New	+$7.76K	﹤0.01%	2888
2022 Q2	–	Sell	-392	Closed	-$19K	–	3359
2022 Q1	$19K	Buy	+392	New	+$17.1K	﹤0.01%	2400
2019 Q4	–	Sell	-76	Closed	-$1K	–	2727
2019 Q3	$1K	Hold	76	–	–	﹤0.01%	2551
2019 Q2	$1K	Buy	+76	New	+$1.27K	﹤0.01%	2552
2018 Q4	–	Sell	-76	Closed	-$1K	–	1915
2018 Q3	$1K	Buy	+76	New	+$1.61K	﹤0.01%	2525

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

Steward Partners Investment Advisory's SFBS Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in ServisFirst Bancshares (SFBS) in Q2 2026: 43,100 shares worth $1.87M. The stake represents 0.01% of the portfolio and ranks #957 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in SFBS as recently as Q2 2025.

Steward Partners Investment Advisory first reported a position in SFBS in Q3 2018 and has held it in 10 quarters since. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Steward Partners Investment Advisory held 43,100 shares of ServisFirst Bancshares worth $1.87M as of Q2 2026.
ServisFirst Bancshares was a new Steward Partners Investment Advisory position in Q2 2026.
ServisFirst Bancshares made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #957 holding.
Steward Partners Investment Advisory first reported a position in ServisFirst Bancshares in Q3 2018 and has held it in 10 quarters since.
356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.