Vanguard Personalized Indexing Management
SFBS

Vanguard Personalized Indexing Management’s ServisFirst Bancshares SFBS Stock Holding History

Vanguard Personalized Indexing 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 		$874K Buy
20,158
+3,536
+21% +$140K 0.01% 1074
2026
Q1 		$605K Buy
16,622
+3,088
+23% +$122K 0.01% 1200
2025
Q4 		$486K Sell
13,534
-1,614
-11% -$59.2K ﹤0.01% 1261
2025
Q3 		$610K Buy
15,148
+1,980
+15% +$82K 0.01% 1153
2025
Q2 		$510K Buy
13,168
+1,612
+14% +$59.5K 0.01% 1188
2025
Q1 		$477K Buy
11,556
+826
+8% +$35.9K 0.01% 1144
2024
Q4 		$455K Buy
10,730
+1,424
+15% +$63.2K 0.01% 1159
2024
Q3 		$374K Buy
9,306
+1,690
+22% +$64.3K 0.01% 1244
2024
Q2 		$241K Buy
7,616
+1,488
+24% +$45.9K ﹤0.01% 1376
2024
Q1 		$203K Buy
+6,128
New +$195K ﹤0.01% 1436

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

Vanguard Personalized Indexing Management's SFBS Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its ServisFirst Bancshares (SFBS) stake by 21% in Q2 2026, buying an estimated $140K and bringing the position to 20,158 shares worth $874K. The position accounts for 0.01% of the portfolio, ranked #1074.

Vanguard Personalized Indexing Management first reported a position in SFBS in Q1 2024 and has held it in 10 quarters since. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Vanguard Personalized Indexing Management held 20,158 shares of ServisFirst Bancshares worth $874K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 3,536 ServisFirst Bancshares shares in Q2 2026, an estimated $140K.
  • ServisFirst Bancshares made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1074 holding.
  • Vanguard Personalized Indexing Management first reported a position in ServisFirst Bancshares in Q1 2024 and has held it in 10 quarters since.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.