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 Q2	$4.25K	Hold	98	–	–	﹤0.01%	1241
2026 Q1	$3.57K	Buy	+98	New	+$3.88K	﹤0.01%	1212
2022 Q4	–	Sell	-44	Closed	-$1.76K	–	1259
2022 Q3	$1.76K	Hold	44	–	–	﹤0.01%	1119
2022 Q2	$1.74K	Hold	44	–	–	﹤0.01%	1144
2022 Q1	$2.1K	Sell	44 -28	-39%	-$1.22K	﹤0.01%	1166
2021 Q4	$3.06K	Hold	72	–	–	﹤0.01%	985
2021 Q3	$2.8K	Hold	72	–	–	﹤0.01%	1006
2021 Q2	$2.45K	Buy	+72	New	+$2.38K	﹤0.01%	1024

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

TD Private Client Wealth's SFBS Position: Q2 2026 in Review

TD Private Client Wealth held its ServisFirst Bancshares (SFBS) position steady in Q2 2026 at 98 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

TD Private Client Wealth first reported a position in SFBS in Q2 2021 and has held it in 8 quarters since. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

TD Private Client Wealth held 98 shares of ServisFirst Bancshares worth $4.25K as of Q2 2026.
TD Private Client Wealth left its ServisFirst Bancshares share count unchanged in Q2 2026.
ServisFirst Bancshares made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1241 holding.
TD Private Client Wealth first reported a position in ServisFirst Bancshares in Q2 2021 and has held it in 8 quarters since.
357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.