SF
SFBS

Summit Financial’s ServisFirst Bancshares SFBS Stock Holding History

Summit Financial’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 		$210K Sell
4,852
-668
-12% -$26.4K ﹤0.01% 1512
2026
Q1 		$201K Buy
+5,520
New +$219K ﹤0.01% 1351
2025
Q4 		– Sell
-5,450
Closed -$219K – 1324
2025
Q3 		$219K Hold
5,450
– – ﹤0.01% 1173
2025
Q2 		$211K Sell
5,450
-6,000
-52% -$222K ﹤0.01% 775
2025
Q1 		$473K Buy
+11,450
New +$497K 0.01% 526

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

Summit Financial's SFBS Position: Q2 2026 in Review

Summit Financial reduced its ServisFirst Bancshares (SFBS) stake by 12% in Q2 2026, selling an estimated $26.4K and leaving 4,852 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Summit Financial first reported a position in SFBS in Q1 2025 and has held it in 5 quarters since. The position peaked at $473K in Q1 2025. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Summit Financial held 4,852 shares of ServisFirst Bancshares worth $210K as of Q2 2026.
  • Summit Financial sold 668 ServisFirst Bancshares shares in Q2 2026, an estimated $26.4K.
  • ServisFirst Bancshares made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1512 holding.
  • Summit Financial first reported a position in ServisFirst Bancshares in Q1 2025 and has held it in 5 quarters since.
  • Summit Financial's ServisFirst Bancshares position peaked at $473K in Q1 2025.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.