UB
SFBS

UMB Bank’s ServisFirst Bancshares SFBS Stock Holding History

UMB Bank’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 		$28.7K Buy
662
+68
+11% +$2.68K ﹤0.01% 1535
2026
Q1 		$21.6K Buy
594
+50
+9% +$1.98K ﹤0.01% 1576
2025
Q4 		$19.5K Buy
544
+84
+18% +$3.08K ﹤0.01% 1572
2025
Q3 		$18.5K Buy
460
+56
+14% +$2.32K ﹤0.01% 1471
2025
Q2 		$15.7K Buy
404
+22
+6% +$812 ﹤0.01% 1458
2025
Q1 		$15.8K Buy
382
+128
+50% +$5.56K ﹤0.01% 1399
2024
Q4 		$10.8K Hold
254
– – ﹤0.01% 1446
2024
Q3 		$10.2K Buy
254
+134
+112% +$5.1K ﹤0.01% 1479
2024
Q2 		$3.79K Buy
120
+76
+173% +$2.35K ﹤0.01% 1535
2024
Q1 		$1.46K Buy
+44
New +$1.4K ﹤0.01% 1635

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

UMB Bank's SFBS Position: Q2 2026 in Review

UMB Bank increased its ServisFirst Bancshares (SFBS) stake by 11% in Q2 2026, buying an estimated $2.68K and bringing the position to 662 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

UMB Bank first reported a position in SFBS in Q1 2024 and has held it in 10 quarters since. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • UMB Bank held 662 shares of ServisFirst Bancshares worth $28.7K as of Q2 2026.
  • UMB Bank bought 68 ServisFirst Bancshares shares in Q2 2026, an estimated $2.68K.
  • ServisFirst Bancshares made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1535 holding.
  • UMB Bank first reported a position in ServisFirst Bancshares in Q1 2024 and has held it in 10 quarters since.
  • 357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.