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
Q2 		$87 Hold
2
– – ﹤0.01% 936
2026
Q1 		$73 Hold
2
– – ﹤0.01% 910
2025
Q4 		$72 Hold
2
– – ﹤0.01% 898
2025
Q3 		$81 Hold
2
– – ﹤0.01% 926
2025
Q2 		$78 Hold
2
– – ﹤0.01% 921
2025
Q1 		$83 Hold
2
– – ﹤0.01% 852
2024
Q4 		$85 Hold
2
– – ﹤0.01% 856
2024
Q3 		$81 Hold
2
– – ﹤0.01% 884
2024
Q2 		$64 Buy
+2
New +$62 ﹤0.01% 884

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

TFC Financial Management's SFBS Position: Q2 2026 in Review

TFC Financial Management held its ServisFirst Bancshares (SFBS) position steady in Q2 2026 at 2 shares worth $87. The position accounts for ﹤0.01% of the portfolio, ranked #936.

TFC Financial Management first reported a position in SFBS in Q2 2024 and has held it in 9 quarters since. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • TFC Financial Management held 2 shares of ServisFirst Bancshares worth $87 as of Q2 2026.
  • TFC Financial Management left its ServisFirst Bancshares share count unchanged in Q2 2026.
  • ServisFirst Bancshares made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #936 holding.
  • TFC Financial Management first reported a position in ServisFirst Bancshares in Q2 2024 and has held it in 9 quarters since.
  • 357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.