TFM
SFBS

TFC Financial Management’s ServisFirst Bancshares SFBS Stock Holding History

TFC Financial Management’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 		$73 Hold
1
– – ﹤0.01% 910
2025
Q4 		$72 Hold
1
– – ﹤0.01% 898
2025
Q3 		$81 Hold
1
– – ﹤0.01% 926
2025
Q2 		$78 Hold
1
– – ﹤0.01% 921
2025
Q1 		$83 Hold
1
– – ﹤0.01% 852
2024
Q4 		$85 Hold
1
– – ﹤0.01% 856
2024
Q3 		$81 Hold
1
– – ﹤0.01% 884
2024
Q2 		$64 Buy
+1
New +$62 ﹤0.01% 884

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

TFC Financial Management's SFBS Position: Q1 2026 in Review

TFC Financial Management held its ServisFirst Bancshares (SFBS) position steady in Q1 2026 at 1 share worth $73. The position accounts for ﹤0.01% of the portfolio, ranked #910.

TFC Financial Management first reported a position in SFBS in Q2 2024 and has held it in 8 quarters since. The position peaked at $85 in Q4 2024. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • TFC Financial Management held 1 share of ServisFirst Bancshares worth $73 as of Q1 2026.
  • TFC Financial Management left its ServisFirst Bancshares share count unchanged in Q1 2026.
  • ServisFirst Bancshares made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #910 holding.
  • TFC Financial Management first reported a position in ServisFirst Bancshares in Q2 2024 and has held it in 8 quarters since.
  • TFC Financial Management's ServisFirst Bancshares position peaked at $85 in Q4 2024.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.