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 Q1	$605K	Buy	8,311 +1,544	+23%	+$122K	0.01%	1200
2025 Q4	$486K	Sell	6,767 -807	-11%	-$59.2K	﹤0.01%	1261
2025 Q3	$610K	Buy	7,574 +990	+15%	+$82K	0.01%	1153
2025 Q2	$510K	Buy	6,584 +806	+14%	+$59.5K	0.01%	1188
2025 Q1	$477K	Buy	5,778 +413	+8%	+$35.9K	0.01%	1144
2024 Q4	$455K	Buy	5,365 +712	+15%	+$63.2K	0.01%	1159
2024 Q3	$374K	Buy	4,653 +845	+22%	+$64.3K	0.01%	1244
2024 Q2	$241K	Buy	3,808 +744	+24%	+$45.9K	﹤0.01%	1376
2024 Q1	$203K	Buy	+3,064	New	+$195K	﹤0.01%	1436

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Vanguard Personalized Indexing Management's SFBS Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its ServisFirst Bancshares (SFBS) stake by 23% in Q1 2026, buying an estimated $122K and bringing the position to 8,311 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #1200.

Vanguard Personalized Indexing Management first reported a position in SFBS in Q1 2024 and has held it in 9 quarters since. The position peaked at $610K in Q3 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

Vanguard Personalized Indexing Management held 8,311 shares of ServisFirst Bancshares worth $605K as of Q1 2026.
Vanguard Personalized Indexing Management bought 1,544 ServisFirst Bancshares shares in Q1 2026, an estimated $122K.
ServisFirst Bancshares made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1200 holding.
Vanguard Personalized Indexing Management first reported a position in ServisFirst Bancshares in Q1 2024 and has held it in 9 quarters since.
Vanguard Personalized Indexing Management's ServisFirst Bancshares position peaked at $610K in Q3 2025.
344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.