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 Q3	$25.9K	Sell	649 -13	-2%	-$562	﹤0.01%	1545
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $4B AUM 6.05% 1-Year Est. Return

UMB Bank's SFBS Position: Q3 2026 in Review

UMB Bank reduced its ServisFirst Bancshares (SFBS) stake by 2% in Q3 2026, selling an estimated $562 and leaving 649 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

UMB Bank first reported a position in SFBS in Q1 2024 and has held it in 11 quarters since. The position peaked at $28.7K in Q2 2026. 283 funds tracked by Wall St. Rank hold SFBS as of Q3 2026.

UMB Bank held 649 shares of ServisFirst Bancshares worth $25.9K as of Q3 2026.
UMB Bank sold 13 ServisFirst Bancshares shares in Q3 2026, an estimated $562.
ServisFirst Bancshares made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #1545 holding.
UMB Bank first reported a position in ServisFirst Bancshares in Q1 2024 and has held it in 11 quarters since.
UMB Bank's ServisFirst Bancshares position peaked at $28.7K in Q2 2026.
283 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.