TD Private Client Wealth’s ServisFirst Bancshares SFBS Stock Holding History

TD Private Client Wealth’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	$3.57K	Buy	+49	New	+$3.88K	﹤0.01%	1212
2022 Q4	–	Sell	-22	Closed	-$1.76K	–	1259
2022 Q3	$1.76K	Hold	22	–	–	﹤0.01%	1119
2022 Q2	$1.74K	Hold	22	–	–	﹤0.01%	1144
2022 Q1	$2.1K	Sell	22 -14	-39%	-$1.22K	﹤0.01%	1166
2021 Q4	$3.06K	Hold	36	–	–	﹤0.01%	985
2021 Q3	$2.8K	Hold	36	–	–	﹤0.01%	1006
2021 Q2	$2.45K	Buy	+36	New	+$2.38K	﹤0.01%	1024

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

TD Private Client Wealth's SFBS Position: Q1 2026 in Review

TD Private Client Wealth opened a new position in ServisFirst Bancshares (SFBS) in Q1 2026: 49 shares worth $3.57K. The stake represents ﹤0.01% of the portfolio and ranks #1212 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in SFBS as recently as Q3 2022.

TD Private Client Wealth first reported a position in SFBS in Q2 2021 and has held it in 7 quarters since. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

TD Private Client Wealth held 49 shares of ServisFirst Bancshares worth $3.57K as of Q1 2026.
ServisFirst Bancshares was a new TD Private Client Wealth position in Q1 2026.
ServisFirst Bancshares made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1212 holding.
TD Private Client Wealth first reported a position in ServisFirst Bancshares in Q2 2021 and has held it in 7 quarters since.
344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.