WG
SFBS

Welch Group’s ServisFirst Bancshares SFBS Stock Holding History

Welch Group’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 		$71.1M Sell
975,931
-27,572
-3% -$2.18M 2.67% 14
2025
Q4 		$72M Buy
1,003,503
+19,727
+2% +$1.45M 2.78% 9
2025
Q3 		$79.2M Buy
983,776
+9,618
+1% +$797K 3.09% 7
2025
Q2 		$75.5M Sell
974,158
-27
-0% -$1.99K 3.16% 6
2025
Q1 		$79.8M Sell
974,185
-61,439
-6% -$5.34M 3.51% 1
2024
Q4 		$88.7M Sell
1,035,624
-103,615
-9% -$9.2M 3.99% 2
2024
Q3 		$91.7M Sell
1,139,239
-116,259
-9% -$8.85M 3.98% 1
2024
Q2 		$79.3M Sell
1,255,498
-18,773
-1% -$1.16M 3.81% 2
2024
Q1 		$84.6M Sell
1,274,271
-25,202
-2% -$1.6M 4.19% 2
2023
Q4 		$86.6M Sell
1,299,473
-2,484
-0.2% -$134K 4.66% 1
2023
Q3 		$67.9M Buy
1,301,957
+2,358
+0.2% +$125K 4.02% 2
2023
Q2 		$53.2M Sell
1,299,599
-27,704
-2% -$1.28M 3.05% 8
2023
Q1 		$72.5M Sell
1,327,303
-12,940
-1% -$867K 4.22% 1
2022
Q4 		$92.4M Sell
1,340,243
-817
-0.1% -$61K 5.28% 1
2022
Q3 		$107M Sell
1,341,060
-45,477
-3% -$3.84M 6.98% 1
2022
Q2 		$109M Buy
1,386,537
+14,668
+1% +$1.19M 6.68% 1
2022
Q1 		$131M Sell
1,371,869
-49,006
-3% -$4.28M 7.46% 1
2021
Q4 		$121M Buy
1,420,875
+47,700
+3% +$3.89M 7.06% 1
2021
Q3 		$107M Sell
1,373,175
-59,435
-4% -$4.25M 7.23% 1
2021
Q2 		$97.4M Sell
1,432,610
-53,269
-4% -$3.52M 6.64% 1
2021
Q1 		$91.1M Sell
1,485,879
-59,183
-4% -$2.94M 6.56% 1
2020
Q4 		$62.3M Sell
1,545,062
-72,208
-4% -$2.8M 4.99% 1
2020
Q3 		$55M Sell
1,617,270
-34,292
-2% -$1.23M 4.81% 1
2020
Q2 		$59.1M Sell
1,651,562
-29,339
-2% -$968K 5.52% 1
2020
Q1 		$49.3M Buy
1,680,901
+1,402,844
+505% +$49.1M 5.26% 1
2019
Q4 		$10.5M Buy
278,057
+40,590
+17% +$1.45M 1.03% 31
2019
Q3 		$7.87M Sell
237,467
-450
-0.2% -$14.5K 0.81% 31
2019
Q2 		$8.15M Buy
237,917
+1,555
+0.7% +$51.9K 0.87% 31
2019
Q1 		$7.98M Buy
236,362
+2,325
+1% +$79.3K 0.88% 31
2018
Q4 		$7.46M Buy
234,037
+18,180
+8% +$654K 0.91% 33
2018
Q3 		$8.45K Buy
215,857
+3,769
+2% +$159K 0.88% 34
2018
Q2 		$8.85M Sell
212,088
-802
-0.4% -$34.3K 1.1% 31
2018
Q1 		$8.69M Sell
212,890
-17,053
-7% -$715K 1.1% 31
2017
Q4 		$9.54M Buy
229,943
+81,041
+54% +$3.29M 1.48% 32
2017
Q3 		$5.79M Sell
148,902
-58,869
-28% -$2.09M 0.97% 32
2017
Q2 		$7.67M Buy
207,771
+57,629
+38% +$2.1M 1.28% 32
2017
Q1 		$5.46M Sell
150,142
-670
-0.4% -$26.3K 1.03% 32
2016
Q4 		$5.65M Buy
150,812
+2,670
+2% +$84.6K 1.1% 32
2016
Q3 		$3.85M Hold
148,142
– – 0.76% 34
2016
Q2 		$3.66M Sell
148,142
-233,564
-61% -$5.74M 0.74% 33
2016
Q1 		$8.47M Buy
381,706
+13,160
+4% +$257K 1.42% 30
2015
Q4 		$8.76M Sell
368,546
-20,394
-5% -$460K 1.57% 29
2015
Q3 		$8.08M Buy
388,940
+60,000
+18% +$1.17M 1.56% 31
2015
Q2 		$6.18M Buy
328,940
+64,140
+24% +$1.14M 1.17% 31
2015
Q1 		$4.37K Buy
264,800
+19,686
+8% +$310K 0.8% 33
2014
Q4 		$4.04M Buy
245,114
+72,446
+42% +$1.09M 0.78% 33
2014
Q3 		$2.49M Buy
172,668
+16,668
+11% +$242K 0.51% 36
2014
Q2 		$2.25M Buy
+156,000
New +$2.24M 0.47% 39

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Welch Group's SFBS Position: Q1 2026 in Review

Welch Group reduced its ServisFirst Bancshares (SFBS) stake by 2.7% in Q1 2026, selling an estimated $2.18M and leaving 975,931 shares worth $71.1M. The position accounts for 2.67% of the portfolio, ranked #14.

Welch Group first reported a position in SFBS in Q2 2014 and has held it in 48 quarters since. The position peaked at $131M in Q1 2022. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Welch Group held 975,931 shares of ServisFirst Bancshares worth $71.1M as of Q1 2026.
  • Welch Group sold 27,572 ServisFirst Bancshares shares in Q1 2026, an estimated $2.18M.
  • ServisFirst Bancshares made up 2.67% of Welch Group's portfolio in Q1 2026, its #14 holding.
  • Welch Group first reported a position in ServisFirst Bancshares in Q2 2014 and has held it in 48 quarters since.
  • Welch Group's ServisFirst Bancshares position peaked at $131M in Q1 2022.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Welch Group's 13F filing for Q1 2026, filed 21 Apr 2026.