Sunburst Financial Group’s ServisFirst Bancshares SFBS Stock Holding History

Sunburst Financial Group’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	$767K	Hold	17,684	–	–	0.12%	66
2026 Q1	$644K	Hold	17,684	–	–	0.12%	65
2025 Q4	$635K	Hold	17,684	–	–	0.13%	64
2025 Q3	$712K	Hold	17,684	–	–	0.15%	57
2025 Q2	$685K	Hold	17,684	–	–	0.15%	56
2025 Q1	$730K	Sell	17,684 -2,190	-11%	-$95.1K	0.18%	54
2024 Q4	$842K	Sell	19,874 -5,270	-21%	-$234K	0.21%	51
2024 Q3	$1.01M	Hold	25,144	–	–	0.26%	46
2024 Q2	$794K	Hold	25,144	–	–	0.22%	53
2024 Q1	$825K	Hold	25,144	–	–	0.23%	52
2023 Q4	$838K	Hold	25,144	–	–	0.26%	47
2023 Q3	$656K	Hold	25,144	–	–	0.23%	50
2023 Q2	$514K	Sell	25,144 -426	-2%	-$9.84K	0.18%	56
2023 Q1	$698K	Buy	25,570 +2	+0%	+$67	0.26%	48
2022 Q4	$881K	Hold	25,568	–	–	0.35%	36
2022 Q3	$1.02M	Buy	25,568 +2	+0%	+$84	0.5%	28
2022 Q2	$1.01M	Sell	25,566 -510	-2%	-$20.8K	0.48%	29
2022 Q1	$1.24M	Buy	26,076 +422	+2%	+$18.4K	0.61%	23
2021 Q4	$1.09M	Sell	25,654 -1,270	-5%	-$51.8K	0.55%	24
2021 Q3	$1.05M	Buy	+26,924	New	+$964K	0.65%	20

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 $3.37T AUM 44.26% 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

Sunburst Financial Group's SFBS Position: Q2 2026 in Review

Sunburst Financial Group held its ServisFirst Bancshares (SFBS) position steady in Q2 2026 at 17,684 shares worth $767K. The position accounts for 0.12% of the portfolio, ranked #66.

Sunburst Financial Group first reported a position in SFBS in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.24M in Q1 2022. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Sunburst Financial Group held 17,684 shares of ServisFirst Bancshares worth $767K as of Q2 2026.
Sunburst Financial Group left its ServisFirst Bancshares share count unchanged in Q2 2026.
ServisFirst Bancshares made up 0.12% of Sunburst Financial Group's portfolio in Q2 2026, its #66 holding.
Sunburst Financial Group first reported a position in ServisFirst Bancshares in Q3 2021 and has held it in 20 quarters since.
Sunburst Financial Group's ServisFirst Bancshares position peaked at $1.24M in Q1 2022.
355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.