Waverly Advisors’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.94M | Sell |
136,429
-23,351
| -15% | -$1.85M | 0.07% | 258 |
|
|
2025
Q4 | $11.5M | Buy |
159,780
+2,863
| +2% | +$210K | 0.09% | 210 |
|
|
2025
Q3 | $12.6M | Sell |
156,917
-1,378
| -0.9% | -$114K | 0.13% | 164 |
|
|
2025
Q2 | $12.3M | Buy |
158,295
+12,263
| +8% | +$906K | 0.13% | 158 |
|
|
2025
Q1 | $12.1M | Sell |
146,032
-716
| -0.5% | -$62.2K | 0.15% | 149 |
|
|
2024
Q4 | $12.4M | Buy |
146,748
+1,493
| +1% | +$133K | 0.19% | 113 |
|
|
2024
Q3 | $11.7M | Sell |
145,255
-4,028
| -3% | -$306K | 0.22% | 98 |
|
|
2024
Q2 | $9.43M | Sell |
149,283
-3,142
| -2% | -$194K | 0.18% | 114 |
|
|
2024
Q1 | $10.1M | Sell |
152,425
-2,767
| -2% | -$176K | 0.24% | 82 |
|
|
2023
Q4 | $10.3M | Sell |
155,192
-1,197
| -0.8% | -$64.7K | 0.39% | 48 |
|
|
2023
Q3 | $8.16M | Sell |
156,389
-2,388
| -2% | -$126K | 0.36% | 54 |
|
|
2023
Q2 | $6.5M | Buy |
158,777
+2,234
| +1% | +$103K | 0.29% | 66 |
|
|
2023
Q1 | $8.55M | Buy |
156,543
+1,825
| +1% | +$122K | 0.45% | 40 |
|
|
2022
Q4 | $10.7M | Buy |
154,718
+30,228
| +24% | +$2.26M | 0.59% | 31 |
|
|
2022
Q3 | $9.96M | Sell |
124,490
-20
| -0% | -$1.69K | 0.7% | 24 |
|
|
2022
Q2 | $9.83M | Buy |
124,510
+7,034
| +6% | +$573K | 0.9% | 19 |
|
|
2022
Q1 | $11.2M | Hold |
117,476
| – | – | 0.95% | 17 |
|
|
2021
Q4 | $9.99M | Buy |
117,476
+26,948
| +30% | +$2.2M | 0.86% | 19 |
|
|
2021
Q3 | $7.72M | Buy |
90,528
+2,748
| +3% | +$197K | 0.66% | 25 |
|
|
2021
Q2 | $6.41M | Sell |
87,780
-12,711
| -13% | -$841K | 0.59% | 26 |
|
|
2021
Q1 | $6.82M | Buy |
100,491
+4,966
| +5% | +$247K | 0.67% | 27 |
|
|
2020
Q4 | $4.35M | Sell |
95,525
-4,614
| -5% | -$179K | 0.46% | 32 |
|
|
2020
Q3 | $3.69M | Sell |
100,139
-1,994
| -2% | -$71.6K | 0.49% | 32 |
|
|
2020
Q2 | $3.87M | Sell |
102,133
-1,135
| -1% | -$37.5K | 0.5% | 31 |
|
|
2020
Q1 | $3.03M | Sell |
103,268
-3,244
| -3% | -$114K | 0.51% | 28 |
|
|
2019
Q4 | $4.21M | Sell |
106,512
-19,348
| -15% | -$692K | 0.55% | 30 |
|
|
2019
Q3 | $4.17M | Buy |
125,860
+43,237
| +52% | +$1.4M | 0.6% | 29 |
|
|
2019
Q2 | $2.83M | Buy |
82,623
+42
| +0.1% | +$1.4K | 0.42% | 34 |
|
|
2019
Q1 | $2.79M | Buy |
82,581
+43
| +0.1% | +$1.47K | 0.43% | 35 |
|
|
2018
Q4 | $2.63M | Sell |
82,538
-41,762
| -34% | -$1.5M | 0.46% | 34 |
|
|
2018
Q3 | $4.87M | Sell |
124,300
-826
| -0.7% | -$34.9K | 0.72% | 18 |
|
|
2018
Q2 | $5.22M | Buy |
125,126
+1,025
| +0.8% | +$43.9K | 0.81% | 17 |
|
|
2018
Q1 | $5.07M | Sell |
124,101
-309,543
| -71% | -$13M | 0.82% | 17 |
|
|
2017
Q4 | $18M | Buy |
433,644
+45,702
| +12% | +$1.86M | 2.57% | 9 |
|
|
2017
Q3 | $15.1M | Sell |
387,942
-1,522
| -0.4% | -$54.1K | 3.27% | 7 |
|
|
2017
Q2 | $14.4M | Buy |
389,464
+2,819
| +0.7% | +$103K | 3.61% | 5 |
|
|
2017
Q1 | $14.1M | Buy |
386,645
+56,369
| +17% | +$2.21M | 3.71% | 5 |
|
|
2016
Q4 | $12.4M | Buy |
330,276
+226,396
| +218% | +$7.17M | 4.59% | 5 |
|
|
2016
Q3 | $2.7M | Sell |
103,880
-59,980
| -37% | -$1.53M | 1.13% | 10 |
|
|
2016
Q2 | $4.05M | Buy |
163,860
+820
| +0.5% | +$20.1K | 1.84% | 6 |
|
|
2016
Q1 | $3.62M | Buy |
163,040
+50,908
| +45% | +$993K | 2.21% | 5 |
|
|
2015
Q4 | $2.67M | Buy |
112,132
+18
| +0% | +$406 | 1.16% | 11 |
|
|
2015
Q3 | $2.33M | Sell |
112,114
-23,654
| -17% | -$462K | 1.61% | 8 |
|
|
2015
Q2 | $2.55M | Sell |
135,768
-19,986
| -13% | -$355K | 1.57% | 8 |
|
|
2015
Q1 | $2.57M | Buy |
155,754
+48,014
| +45% | +$757K | 1.3% | 8 |
|
|
2014
Q4 | $1.77M | Sell |
107,740
-13,986
| -11% | -$211K | 0.89% | 14 |
|
|
2014
Q3 | $1.75M | Sell |
121,726
-72,524
| -37% | -$1.05M | 0.95% | 14 |
|
|
2014
Q2 | $2.8M | Buy |
+194,250
| New | +$2.78M | 1.16% | 9 |
|
Other funds holding SFBS
VPM
VCM
WG
Waverly Advisors's SFBS Position: Q1 2026 in Review
Waverly Advisors reduced its ServisFirst Bancshares (SFBS) stake by 15% in Q1 2026, selling an estimated $1.85M and leaving 136,429 shares worth $9.94M. The position accounts for 0.07% of the portfolio, ranked #258.
Waverly Advisors first reported a position in SFBS in Q2 2014 and has held it in 48 quarters since. The position peaked at $18M in Q4 2017. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.
- Waverly Advisors held 136,429 shares of ServisFirst Bancshares worth $9.94M as of Q1 2026.
- Waverly Advisors sold 23,351 ServisFirst Bancshares shares in Q1 2026, an estimated $1.85M.
- ServisFirst Bancshares made up 0.07% of Waverly Advisors's portfolio in Q1 2026, its #258 holding.
- Waverly Advisors first reported a position in ServisFirst Bancshares in Q2 2014 and has held it in 48 quarters since.
- Waverly Advisors's ServisFirst Bancshares position peaked at $18M in Q4 2017.
- 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.