TFA
SFBS

Transamerica Financial Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Transamerica Financial Advisors’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 		$347 Hold
8
– – ﹤0.01% 1768
2026
Q1 		$291 Buy
+8
New +$317 ﹤0.01% 1566

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

Transamerica Financial Advisors's SFBS Position: Q2 2026 in Review

Transamerica Financial Advisors held its ServisFirst Bancshares (SFBS) position steady in Q2 2026 at 8 shares worth $347. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

Transamerica Financial Advisors first reported a position in SFBS in Q1 2026 and has held it in 2 quarters since. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Transamerica Financial Advisors held 8 shares of ServisFirst Bancshares worth $347 as of Q2 2026.
  • Transamerica Financial Advisors left its ServisFirst Bancshares share count unchanged in Q2 2026.
  • ServisFirst Bancshares made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1768 holding.
  • Transamerica Financial Advisors first reported a position in ServisFirst Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.