WA
SFBS

Wasatch Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Wasatch Advisors’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 		$46.7M Sell
1,077,240
-27,066
-2% -$1.07M 0.31% 92
2026
Q1 		$40.2M Buy
1,104,306
+140,596
+15% +$5.57M 0.27% 87
2025
Q4 		$34.6M Sell
963,710
-371,852
-28% -$13.6M 0.21% 98
2025
Q3 		$53.8M Buy
1,335,562
+320,930
+32% +$13.3M 0.29% 87
2025
Q2 		$39.3M Buy
1,014,632
+113,326
+13% +$4.18M 0.21% 101
2025
Q1 		$37.2M Sell
901,306
-364,716
-29% -$15.8M 0.21% 97
2024
Q4 		$53.6M Sell
1,266,022
-150,592
-11% -$6.69M 0.27% 94
2024
Q3 		$57M Buy
1,416,614
+167,608
+13% +$6.38M 0.28% 88
2024
Q2 		$39.5M Sell
1,249,006
-210,010
-14% -$6.48M 0.21% 101
2024
Q1 		$48.4M Sell
1,459,016
-215,362
-13% -$6.85M 0.25% 89
2023
Q4 		$55.8M Buy
1,674,378
+81,732
+5% +$2.21M 0.31% 81
2023
Q3 		$41.5M Buy
1,592,646
+429,756
+37% +$11.4M 0.26% 86
2023
Q2 		$23.8M Sell
1,162,890
-120,486
-9% -$2.78M 0.14% 115
2023
Q1 		$35.1M Sell
1,283,376
-105,640
-8% -$3.54M 0.22% 89
2022
Q4 		$47.9M Buy
1,389,016
+68,702
+5% +$2.57M 0.32% 78
2022
Q3 		$52.8M Buy
1,320,314
+99,892
+8% +$4.21M 0.37% 74
2022
Q2 		$48.2M Sell
1,220,422
-1,860
-0.2% -$75.7K 0.3% 87
2022
Q1 		$58.2M Sell
1,222,282
-40,652
-3% -$1.78M 0.29% 90
2021
Q4 		$53.6M Sell
1,262,934
-419,360
-25% -$17.1M 0.22% 104
2021
Q3 		$65.4M Buy
1,682,294
+243,204
+17% +$8.7M 0.27% 94
2021
Q2 		$48.9M Buy
1,439,090
+713,540
+98% +$23.6M 0.2% 109
2021
Q1 		$22.2M Buy
+725,550
New +$18M 0.1% 168

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

Wasatch Advisors's SFBS Position: Q2 2026 in Review

Wasatch Advisors reduced its ServisFirst Bancshares (SFBS) stake by 2.5% in Q2 2026, selling an estimated $1.07M and leaving 1,077,240 shares worth $46.7M. The position accounts for 0.31% of the portfolio, ranked #92.

Wasatch Advisors first reported a position in SFBS in Q1 2021 and has held it in 22 quarters since. The position peaked at $65.4M in Q3 2021. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Wasatch Advisors held 1,077,240 shares of ServisFirst Bancshares worth $46.7M as of Q2 2026.
  • Wasatch Advisors sold 27,066 ServisFirst Bancshares shares in Q2 2026, an estimated $1.07M.
  • ServisFirst Bancshares made up 0.31% of Wasatch Advisors's portfolio in Q2 2026, its #92 holding.
  • Wasatch Advisors first reported a position in ServisFirst Bancshares in Q1 2021 and has held it in 22 quarters since.
  • Wasatch Advisors's ServisFirst Bancshares position peaked at $65.4M in Q3 2021.
  • 357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.