WG
SFBS

Winton Group’s ServisFirst Bancshares SFBS Stock Holding History

Winton 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
Q2 		$1.41M Buy
32,408
+6
+0% +$237 0.05% 403
2026
Q1 		$1.18M Buy
32,402
+2,992
+10% +$118K 0.04% 498
2025
Q4 		$1.06M Buy
+29,410
New +$1.08M 0.04% 470
2025
Q2 		– Sell
-26,994
Closed -$1.11M – 986
2025
Q1 		$1.11M Sell
26,994
-820
-3% -$35.6K 0.07% 318
2024
Q4 		$1.18M Buy
+27,814
New +$1.23M 0.08% 238
2023
Q2 		– Sell
-15,790
Closed -$431K – 1074
2023
Q1 		$431K Buy
15,790
+9,958
+171% +$334K 0.03% 742
2022
Q4 		$201K Sell
5,832
-1,486
-20% -$55.5K 0.01% 871
2022
Q3 		$293K Buy
7,318
+272
+4% +$11.5K 0.02% 801
2022
Q2 		$278K Buy
7,046
+1,078
+18% +$43.9K 0.01% 820
2022
Q1 		$284K Sell
5,968
-1,142
-16% -$49.9K 0.01% 831
2021
Q4 		$302K Buy
+7,110
New +$290K 0.02% 830
2021
Q3 		– Sell
-9,564
Closed -$325K – 1466
2021
Q2 		$325K Sell
9,564
-3,320
-26% -$110K 0.02% 1144
2021
Q1 		$395K Buy
12,884
+1,514
+13% +$37.6K 0.02% 1004
2020
Q4 		$229K Buy
+11,370
New +$220K 0.02% 1144
2020
Q3 		– Sell
-180,388
Closed -$3.23M – 1601
2020
Q2 		$3.23M Buy
+180,388
New +$2.98M 0.08% 416
2018
Q4 		– Sell
-15,826
Closed -$310K – 1015
2018
Q3 		$310K Buy
+15,826
New +$334K 0.01% 806
2018
Q2 		– Sell
-28,982
Closed -$592K – 1142
2018
Q1 		$592K Buy
+28,982
New +$608K 0.02% 695
2017
Q2 		– Sell
-33,154
Closed -$603K – 627
2017
Q1 		$603K Buy
33,154
+11,730
+55% +$230K 0.02% 358
2016
Q4 		$401K Buy
+21,424
New +$339K 0.01% 385

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

Winton Group's SFBS Position: Q2 2026 in Review

Winton Group increased its ServisFirst Bancshares (SFBS) stake by 0.02% in Q2 2026, buying an estimated $237 and bringing the position to 32,408 shares worth $1.41M. The position accounts for 0.05% of the portfolio, ranked #403.

Winton Group first reported a position in SFBS in Q4 2016 and has held it in 19 quarters since. The position peaked at $3.23M in Q2 2020. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Winton Group held 32,408 shares of ServisFirst Bancshares worth $1.41M as of Q2 2026.
  • Winton Group bought 6 ServisFirst Bancshares shares in Q2 2026, an estimated $237.
  • ServisFirst Bancshares made up 0.05% of Winton Group's portfolio in Q2 2026, its #403 holding.
  • Winton Group first reported a position in ServisFirst Bancshares in Q4 2016 and has held it in 19 quarters since.
  • Winton Group's ServisFirst Bancshares position peaked at $3.23M in Q2 2020.
  • 357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.