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
Q1 		$201K Buy
+2,760
New +$219K ﹤0.01% 1351
2025
Q4 		– Sell
-2,725
Closed -$219K – 1324
2025
Q3 		$219K Hold
2,725
– – ﹤0.01% 1173
2025
Q2 		$211K Sell
2,725
-3,000
-52% -$222K ﹤0.01% 775
2025
Q1 		$473K Buy
+5,725
New +$497K 0.01% 526

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Summit Financial's SFBS Position: Q1 2026 in Review

Summit Financial opened a new position in ServisFirst Bancshares (SFBS) in Q1 2026: 2,760 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1351 among its holdings. This is a return to the name: Summit Financial previously reported a position in SFBS as recently as Q3 2025.

Summit Financial first reported a position in SFBS in Q1 2025 and has held it in 4 quarters since. The position peaked at $473K in Q1 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Summit Financial held 2,760 shares of ServisFirst Bancshares worth $201K as of Q1 2026.
  • ServisFirst Bancshares was a new Summit Financial position in Q1 2026.
  • ServisFirst Bancshares made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1351 holding.
  • Summit Financial first reported a position in ServisFirst Bancshares in Q1 2025 and has held it in 4 quarters since.
  • Summit Financial's ServisFirst Bancshares position peaked at $473K in Q1 2025.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.