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
Q2 | $11.8M | Buy |
272,914
+56
| +0% | +$2.21K | 0.07% | 267 |
|
|
2026
Q1 | $9.94M | Sell |
272,858
-46,702
| -15% | -$1.85M | 0.07% | 258 |
|
|
2025
Q4 | $11.5M | Buy |
319,560
+5,726
| +2% | +$210K | 0.09% | 210 |
|
|
2025
Q3 | $12.6M | Sell |
313,834
-2,756
| -0.9% | -$114K | 0.13% | 164 |
|
|
2025
Q2 | $12.3M | Buy |
316,590
+24,526
| +8% | +$906K | 0.13% | 158 |
|
|
2025
Q1 | $12.1M | Sell |
292,064
-1,432
| -0.5% | -$62.2K | 0.15% | 149 |
|
|
2024
Q4 | $12.4M | Buy |
293,496
+2,986
| +1% | +$133K | 0.19% | 113 |
|
|
2024
Q3 | $11.7M | Sell |
290,510
-8,056
| -3% | -$306K | 0.22% | 98 |
|
|
2024
Q2 | $9.43M | Sell |
298,566
-6,284
| -2% | -$194K | 0.18% | 114 |
|
|
2024
Q1 | $10.1M | Sell |
304,850
-5,534
| -2% | -$176K | 0.24% | 82 |
|
|
2023
Q4 | $10.3M | Sell |
310,384
-2,394
| -0.8% | -$64.7K | 0.39% | 48 |
|
|
2023
Q3 | $8.16M | Sell |
312,778
-4,776
| -2% | -$126K | 0.36% | 54 |
|
|
2023
Q2 | $6.5M | Buy |
317,554
+4,468
| +1% | +$103K | 0.29% | 66 |
|
|
2023
Q1 | $8.55M | Buy |
313,086
+3,650
| +1% | +$122K | 0.45% | 40 |
|
|
2022
Q4 | $10.7M | Buy |
309,436
+60,456
| +24% | +$2.26M | 0.59% | 31 |
|
|
2022
Q3 | $9.96M | Sell |
248,980
-40
| -0% | -$1.69K | 0.7% | 24 |
|
|
2022
Q2 | $9.83M | Buy |
249,020
+14,068
| +6% | +$573K | 0.9% | 19 |
|
|
2022
Q1 | $11.2M | Hold |
234,952
| – | – | 0.95% | 17 |
|
|
2021
Q4 | $9.99M | Buy |
234,952
+53,896
| +30% | +$2.2M | 0.86% | 19 |
|
|
2021
Q3 | $7.72M | Buy |
181,056
+5,496
| +3% | +$197K | 0.66% | 25 |
|
|
2021
Q2 | $6.41M | Sell |
175,560
-25,422
| -13% | -$841K | 0.59% | 26 |
|
|
2021
Q1 | $6.82M | Buy |
200,982
+9,932
| +5% | +$247K | 0.67% | 27 |
|
|
2020
Q4 | $4.35M | Sell |
191,050
-9,228
| -5% | -$179K | 0.46% | 32 |
|
|
2020
Q3 | $3.69M | Sell |
200,278
-3,988
| -2% | -$71.6K | 0.49% | 32 |
|
|
2020
Q2 | $3.87M | Sell |
204,266
-2,270
| -1% | -$37.5K | 0.5% | 31 |
|
|
2020
Q1 | $3.03M | Sell |
206,536
-6,488
| -3% | -$114K | 0.51% | 28 |
|
|
2019
Q4 | $4.21M | Sell |
213,024
-38,696
| -15% | -$692K | 0.55% | 30 |
|
|
2019
Q3 | $4.17M | Buy |
251,720
+86,474
| +52% | +$1.4M | 0.6% | 29 |
|
|
2019
Q2 | $2.83M | Buy |
165,246
+84
| +0.1% | +$1.4K | 0.42% | 34 |
|
|
2019
Q1 | $2.79M | Buy |
165,162
+86
| +0.1% | +$1.47K | 0.43% | 35 |
|
|
2018
Q4 | $2.63M | Sell |
165,076
-83,524
| -34% | -$1.5M | 0.46% | 34 |
|
|
2018
Q3 | $4.87M | Sell |
248,600
-1,652
| -0.7% | -$34.9K | 0.72% | 18 |
|
|
2018
Q2 | $5.22M | Buy |
250,252
+2,050
| +0.8% | +$43.9K | 0.81% | 17 |
|
|
2018
Q1 | $5.07M | Sell |
248,202
-619,086
| -71% | -$13M | 0.82% | 17 |
|
|
2017
Q4 | $18M | Buy |
867,288
+91,404
| +12% | +$1.86M | 2.57% | 9 |
|
|
2017
Q3 | $15.1M | Sell |
775,884
-3,044
| -0.4% | -$54.1K | 3.27% | 7 |
|
|
2017
Q2 | $14.4M | Buy |
778,928
+5,638
| +0.7% | +$103K | 3.61% | 5 |
|
|
2017
Q1 | $14.1M | Buy |
773,290
+112,738
| +17% | +$2.21M | 3.71% | 5 |
|
|
2016
Q4 | $12.4M | Buy |
660,552
+452,792
| +218% | +$7.17M | 4.59% | 5 |
|
|
2016
Q3 | $2.7M | Sell |
207,760
-119,960
| -37% | -$1.53M | 1.13% | 10 |
|
|
2016
Q2 | $4.05M | Buy |
327,720
+1,640
| +0.5% | +$20.1K | 1.84% | 6 |
|
|
2016
Q1 | $3.62M | Buy |
326,080
+101,816
| +45% | +$993K | 2.21% | 5 |
|
|
2015
Q4 | $2.67M | Buy |
224,264
+36
| +0% | +$406 | 1.16% | 11 |
|
|
2015
Q3 | $2.33M | Sell |
224,228
-47,308
| -17% | -$462K | 1.61% | 8 |
|
|
2015
Q2 | $2.55M | Sell |
271,536
-39,972
| -13% | -$355K | 1.57% | 8 |
|
|
2015
Q1 | $2.57M | Buy |
311,508
+96,028
| +45% | +$757K | 1.3% | 8 |
|
|
2014
Q4 | $1.77M | Sell |
215,480
-27,972
| -11% | -$211K | 0.89% | 14 |
|
|
2014
Q3 | $1.75M | Sell |
243,452
-145,048
| -37% | -$1.05M | 0.95% | 14 |
|
|
2014
Q2 | $2.8M | Buy |
+388,500
| New | +$2.78M | 1.16% | 9 |
|
Other funds holding SFBS
WG
Waverly Advisors's SFBS Position: Q2 2026 in Review
Waverly Advisors increased its ServisFirst Bancshares (SFBS) stake by 0.02% in Q2 2026, buying an estimated $2.21K and bringing the position to 272,914 shares worth $11.8M. The position accounts for 0.07% of the portfolio, ranked #267.
Waverly Advisors first reported a position in SFBS in Q2 2014 and has held it in 49 quarters since. The position peaked at $18M in Q4 2017. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.
- Waverly Advisors held 272,914 shares of ServisFirst Bancshares worth $11.8M as of Q2 2026.
- Waverly Advisors bought 56 ServisFirst Bancshares shares in Q2 2026, an estimated $2.21K.
- ServisFirst Bancshares made up 0.07% of Waverly Advisors's portfolio in Q2 2026, its #267 holding.
- Waverly Advisors first reported a position in ServisFirst Bancshares in Q2 2014 and has held it in 49 quarters since.
- Waverly Advisors's ServisFirst Bancshares position peaked at $18M in Q4 2017.
- 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.
Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.