VF
SFBS

Vest Financial’s ServisFirst Bancshares SFBS Stock Holding History

Vest Financial’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 		$1.72M Sell
19,870
-20,972
-51% -$1.65M 0.02% 356
2026
Q1 		$2.97M Buy
40,842
+3,601
+10% +$285K 0.04% 299
2025
Q4 		$2.67M Buy
37,241
+3,802
+11% +$279K 0.03% 298
2025
Q3 		$2.69M Buy
33,439
+18,760
+128% +$1.55M 0.04% 278
2025
Q2 		$1.14M Buy
+14,679
New +$1.08M 0.02% 328

Other funds holding SFBS

WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Vest Financial's SFBS Position: Q2 2026 in Review

Vest Financial reduced its ServisFirst Bancshares (SFBS) stake by 51% in Q2 2026, selling an estimated $1.65M and leaving 19,870 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #356.

Vest Financial first reported a position in SFBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.97M in Q1 2026. 94 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Vest Financial held 19,870 shares of ServisFirst Bancshares worth $1.72M as of Q2 2026.
  • Vest Financial sold 20,972 ServisFirst Bancshares shares in Q2 2026, an estimated $1.65M.
  • ServisFirst Bancshares made up 0.02% of Vest Financial's portfolio in Q2 2026, its #356 holding.
  • Vest Financial first reported a position in ServisFirst Bancshares in Q2 2025 and has held it in 5 quarters since.
  • Vest Financial's ServisFirst Bancshares position peaked at $2.97M in Q1 2026.
  • 94 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.