Welch Group’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 | $83.3M | Sell |
1,919,466
-32,396
| -2% | -$1.28M | 2.84% | 8 |
|
|
2026
Q1 | $71.1M | Sell |
1,951,862
-55,144
| -3% | -$2.18M | 2.67% | 14 |
|
|
2025
Q4 | $72M | Buy |
2,007,006
+39,454
| +2% | +$1.45M | 2.78% | 9 |
|
|
2025
Q3 | $79.2M | Buy |
1,967,552
+19,236
| +1% | +$797K | 3.09% | 7 |
|
|
2025
Q2 | $75.5M | Sell |
1,948,316
-54
| -0% | -$1.99K | 3.16% | 6 |
|
|
2025
Q1 | $79.8M | Sell |
1,948,370
-122,878
| -6% | -$5.34M | 3.51% | 1 |
|
|
2024
Q4 | $88.7M | Sell |
2,071,248
-207,230
| -9% | -$9.2M | 3.99% | 2 |
|
|
2024
Q3 | $91.7M | Sell |
2,278,478
-232,518
| -9% | -$8.85M | 3.98% | 1 |
|
|
2024
Q2 | $79.3M | Sell |
2,510,996
-37,546
| -1% | -$1.16M | 3.81% | 2 |
|
|
2024
Q1 | $84.6M | Sell |
2,548,542
-50,404
| -2% | -$1.6M | 4.19% | 2 |
|
|
2023
Q4 | $86.6M | Sell |
2,598,946
-4,968
| -0.2% | -$134K | 4.66% | 1 |
|
|
2023
Q3 | $67.9M | Buy |
2,603,914
+4,716
| +0.2% | +$125K | 4.02% | 2 |
|
|
2023
Q2 | $53.2M | Sell |
2,599,198
-55,408
| -2% | -$1.28M | 3.05% | 8 |
|
|
2023
Q1 | $72.5M | Sell |
2,654,606
-25,880
| -1% | -$867K | 4.22% | 1 |
|
|
2022
Q4 | $92.4M | Sell |
2,680,486
-1,634
| -0.1% | -$61K | 5.28% | 1 |
|
|
2022
Q3 | $107M | Sell |
2,682,120
-90,954
| -3% | -$3.84M | 6.98% | 1 |
|
|
2022
Q2 | $109M | Buy |
2,773,074
+29,336
| +1% | +$1.19M | 6.68% | 1 |
|
|
2022
Q1 | $131M | Sell |
2,743,738
-98,012
| -3% | -$4.28M | 7.46% | 1 |
|
|
2021
Q4 | $121M | Buy |
2,841,750
+95,400
| +3% | +$3.89M | 7.06% | 1 |
|
|
2021
Q3 | $107M | Sell |
2,746,350
-118,870
| -4% | -$4.25M | 7.23% | 1 |
|
|
2021
Q2 | $97.4M | Sell |
2,865,220
-106,538
| -4% | -$3.52M | 6.64% | 1 |
|
|
2021
Q1 | $91.1M | Sell |
2,971,758
-118,366
| -4% | -$2.94M | 6.56% | 1 |
|
|
2020
Q4 | $62.3M | Sell |
3,090,124
-144,416
| -4% | -$2.8M | 4.99% | 1 |
|
|
2020
Q3 | $55M | Sell |
3,234,540
-68,584
| -2% | -$1.23M | 4.81% | 1 |
|
|
2020
Q2 | $59.1M | Sell |
3,303,124
-58,678
| -2% | -$968K | 5.52% | 1 |
|
|
2020
Q1 | $49.3M | Buy |
3,361,802
+2,805,688
| +505% | +$49.2M | 5.26% | 1 |
|
|
2019
Q4 | $10.5M | Buy |
556,114
+81,180
| +17% | +$1.45M | 1.03% | 31 |
|
|
2019
Q3 | $7.87M | Sell |
474,934
-900
| -0.2% | -$14.5K | 0.81% | 31 |
|
|
2019
Q2 | $8.15M | Buy |
475,834
+3,110
| +0.7% | +$51.9K | 0.87% | 31 |
|
|
2019
Q1 | $7.98M | Buy |
472,724
+4,650
| +1% | +$79.3K | 0.88% | 31 |
|
|
2018
Q4 | $7.46M | Buy |
468,074
+36,360
| +8% | +$654K | 0.91% | 33 |
|
|
2018
Q3 | $8.45M | Buy |
431,714
+7,538
| +2% | +$159K | 0.88% | 34 |
|
|
2018
Q2 | $8.85M | Sell |
424,176
-1,604
| -0.4% | -$34.3K | 1.1% | 31 |
|
|
2018
Q1 | $8.69M | Sell |
425,780
-34,106
| -7% | -$715K | 1.1% | 31 |
|
|
2017
Q4 | $9.54M | Buy |
459,886
+162,082
| +54% | +$3.29M | 1.48% | 32 |
|
|
2017
Q3 | $5.79M | Sell |
297,804
-117,738
| -28% | -$2.09M | 0.97% | 32 |
|
|
2017
Q2 | $7.67M | Buy |
415,542
+115,258
| +38% | +$2.1M | 1.28% | 32 |
|
|
2017
Q1 | $5.46M | Sell |
300,284
-1,340
| -0.4% | -$26.3K | 1.03% | 32 |
|
|
2016
Q4 | $5.65M | Buy |
301,624
+5,340
| +2% | +$84.6K | 1.1% | 32 |
|
|
2016
Q3 | $3.85M | Hold |
296,284
| – | – | 0.76% | 34 |
|
|
2016
Q2 | $3.66M | Sell |
296,284
-467,128
| -61% | -$5.74M | 0.74% | 33 |
|
|
2016
Q1 | $8.47M | Buy |
763,412
+26,320
| +4% | +$257K | 1.42% | 30 |
|
|
2015
Q4 | $8.76M | Sell |
737,092
-40,788
| -5% | -$460K | 1.57% | 29 |
|
|
2015
Q3 | $8.08M | Buy |
777,880
+120,000
| +18% | +$1.17M | 1.56% | 31 |
|
|
2015
Q2 | $6.18M | Buy |
657,880
+128,280
| +24% | +$1.14M | 1.17% | 31 |
|
|
2015
Q1 | $4.37M | Buy |
529,600
+39,372
| +8% | +$310K | 0.8% | 33 |
|
|
2014
Q4 | $4.04M | Buy |
490,228
+144,892
| +42% | +$1.09M | 0.78% | 33 |
|
|
2014
Q3 | $2.49M | Buy |
345,336
+33,336
| +11% | +$242K | 0.51% | 36 |
|
|
2014
Q2 | $2.25M | Buy |
+312,000
| New | +$2.24M | 0.47% | 39 |
|
Other funds holding SFBS
DAM
Welch Group's SFBS Position: Q2 2026 in Review
Welch Group reduced its ServisFirst Bancshares (SFBS) stake by 1.7% in Q2 2026, selling an estimated $1.28M and leaving 1,919,466 shares worth $83.3M. The position accounts for 2.84% of the portfolio, ranked #8.
Welch Group first reported a position in SFBS in Q2 2014 and has held it in 49 quarters since. The position peaked at $131M in Q1 2022. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.
- Welch Group held 1,919,466 shares of ServisFirst Bancshares worth $83.3M as of Q2 2026.
- Welch Group sold 32,396 ServisFirst Bancshares shares in Q2 2026, an estimated $1.28M.
- ServisFirst Bancshares made up 2.84% of Welch Group's portfolio in Q2 2026, its #8 holding.
- Welch Group first reported a position in ServisFirst Bancshares in Q2 2014 and has held it in 49 quarters since.
- Welch Group's ServisFirst Bancshares position peaked at $131M in Q1 2022.
- 357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.
Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.