UBS AM
SFBS

UBS AM’s ServisFirst Bancshares SFBS Stock Holding History

UBS AM’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 		$7.86M Sell
181,264
-3,062
-2% -$121K ﹤0.01% 1382
2026
Q1 		$6.71M Buy
184,326
+3,684
+2% +$146K ﹤0.01% 1418
2025
Q4 		$6.48M Buy
180,642
+14,652
+9% +$538K ﹤0.01% 1329
2025
Q3 		$6.68M Sell
165,990
-125,414
-43% -$5.19M ﹤0.01% 1232
2025
Q2 		$11.3M Buy
291,404
+85,562
+42% +$3.16M ﹤0.01% 1299
2025
Q1 		$8.5M Buy
205,842
+13,536
+7% +$588K ﹤0.01% 1300
2024
Q4 		$8.15M Buy
192,306
+51,570
+37% +$2.29M ﹤0.01% 1354
2024
Q3 		$5.66M Sell
140,736
-22,908
-14% -$872K ﹤0.01% 1501
2024
Q2 		$5.17M Buy
163,644
+86,968
+113% +$2.68M ﹤0.01% 1461
2024
Q1 		$2.54M Hold
76,676
– – ﹤0.01% 1560
2023
Q4 		$2.55M Buy
76,676
+6,228
+9% +$168K ﹤0.01% 1560
2023
Q3 		$1.84M Hold
70,448
– – ﹤0.01% 1671
2023
Q2 		$1.92M Hold
70,448
– – ﹤0.01% 1673
2023
Q1 		$1.92M Sell
70,448
-3,354
-5% -$112K ﹤0.01% 1673
2022
Q4 		$2.54M Sell
73,802
-2,022
-3% -$75.5K ﹤0.01% 1428
2022
Q3 		$3.03M Sell
75,824
-24,170
-24% -$1.02M ﹤0.01% 1384
2022
Q2 		$3.95M Buy
99,994
+3,698
+4% +$151K ﹤0.01% 1299
2022
Q1 		$4.59M Buy
96,296
+8,786
+10% +$384K ﹤0.01% 1396
2021
Q4 		$3.72M Buy
87,510
+4,232
+5% +$173K ﹤0.01% 1555
2021
Q3 		$3.24M Hold
83,278
– – ﹤0.01% 1582
2021
Q2 		$2.83M Sell
83,278
-10,086
-11% -$334K ﹤0.01% 1694
2021
Q1 		$2.86M Buy
93,364
+1,188
+1% +$29.5K ﹤0.01% 1605
2020
Q4 		$1.86M Hold
92,176
– – ﹤0.01% 1715
2020
Q3 		$1.57M Sell
92,176
-6,674
-7% -$120K ﹤0.01% 1651
2020
Q2 		$1.77M Sell
98,850
-13,826
-12% -$228K ﹤0.01% 1568
2020
Q1 		$1.65M Buy
112,676
+22,298
+25% +$391K ﹤0.01% 1492
2019
Q4 		$1.7M Buy
90,378
+13,496
+18% +$241K ﹤0.01% 1669
2019
Q3 		$1.27M Buy
76,882
+6,672
+10% +$108K ﹤0.01% 1835
2019
Q2 		$1.2M Buy
70,210
+6,798
+11% +$114K ﹤0.01% 1810
2019
Q1 		$1.07M Buy
63,412
+7,698
+14% +$131K ﹤0.01% 1799
2018
Q4 		$888K Buy
55,714
+1,906
+4% +$34.3K ﹤0.01% 1800
2018
Q3 		$1.05M Hold
53,808
– – ﹤0.01% 1790
2018
Q2 		$1.12M Sell
53,808
-2,174
-4% -$46.6K ﹤0.01% 1772
2018
Q1 		$1.14M Buy
55,982
+4,566
+9% +$95.7K ﹤0.01% 1731
2017
Q4 		$1.07M Hold
51,416
– – ﹤0.01% 1722
2017
Q3 		$999K Buy
51,416
+2,116
+4% +$37.6K ﹤0.01% 1711
2017
Q2 		$909K Buy
49,300
+3,652
+8% +$66.5K ﹤0.01% 1700
2017
Q1 		$830K Buy
45,648
+30,068
+193% +$590K ﹤0.01% 1707
2016
Q4 		$292K Sell
15,580
-22,936
-60% -$363K ﹤0.01% 1954
2016
Q3 		$500K Hold
38,516
– – ﹤0.01% 1982
2016
Q2 		$476K Hold
38,516
– – ﹤0.01% 1975
2016
Q1 		$428K Buy
38,516
+3,980
+12% +$38.8K ﹤0.01% 2007
2015
Q4 		$410K Buy
+34,536
New +$389K ﹤0.01% 2158

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

UBS AM's SFBS Position: Q2 2026 in Review

UBS AM reduced its ServisFirst Bancshares (SFBS) stake by 1.7% in Q2 2026, selling an estimated $121K and leaving 181,264 shares worth $7.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

UBS AM first reported a position in SFBS in Q4 2015 and has held it in 43 quarters since. The position peaked at $11.3M in Q2 2025. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • UBS AM held 181,264 shares of ServisFirst Bancshares worth $7.86M as of Q2 2026.
  • UBS AM sold 3,062 ServisFirst Bancshares shares in Q2 2026, an estimated $121K.
  • ServisFirst Bancshares made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1382 holding.
  • UBS AM first reported a position in ServisFirst Bancshares in Q4 2015 and has held it in 43 quarters since.
  • UBS AM's ServisFirst Bancshares position peaked at $11.3M in Q2 2025.
  • 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.