Wolff Wiese Magana’s ServisFirst Bancshares SFBS Stock Holding History

Wolff Wiese Magana’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	$8.94K	Sell	206 -2	-1%	-$79	﹤0.01%	524
2026 Q1	$7.58K	Hold	208	–	–	﹤0.01%	518
2025 Q4	$7.47K	Hold	208	–	–	﹤0.01%	499
2025 Q3	$8.38K	Hold	208	–	–	﹤0.01%	479
2025 Q2	$8.06K	Hold	208	–	–	0.01%	462
2025 Q1	$8.59K	Sell	208 -10	-5%	-$434	0.01%	438
2024 Q4	$9.24K	Hold	218	–	–	0.01%	435
2024 Q3	$8.77K	Hold	218	–	–	0.01%	472
2024 Q2	$6.89K	Hold	218	–	–	0.01%	376
2024 Q1	$7.23K	Hold	218	–	–	0.01%	339
2023 Q4	$7.26K	Hold	218	–	–	0.01%	327
2023 Q3	$5.69K	Hold	218	–	–	﹤0.01%	420
2023 Q2	$4.46K	Buy	+218	New	+$5.04K	﹤0.01%	456
2022 Q4	–	Sell	-1,292	Closed	-$52K	–	948
2022 Q3	$52K	Sell	1,292 -8	-0.6%	-$337	0.04%	232
2022 Q2	$51K	Buy	1,300 +70	+6%	+$2.85K	0.04%	251
2022 Q1	$59K	Buy	+1,230	New	+$53.7K	0.04%	247

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Wolff Wiese Magana's SFBS Position: Q2 2026 in Review

Wolff Wiese Magana reduced its ServisFirst Bancshares (SFBS) stake by 0.96% in Q2 2026, selling an estimated $79 and leaving 206 shares worth $8.94K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Wolff Wiese Magana first reported a position in SFBS in Q1 2022 and has held it in 16 quarters since. The position peaked at $59K in Q1 2022. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Wolff Wiese Magana held 206 shares of ServisFirst Bancshares worth $8.94K as of Q2 2026.
Wolff Wiese Magana sold 2 ServisFirst Bancshares shares in Q2 2026, an estimated $79.
ServisFirst Bancshares made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #524 holding.
Wolff Wiese Magana first reported a position in ServisFirst Bancshares in Q1 2022 and has held it in 16 quarters since.
Wolff Wiese Magana's ServisFirst Bancshares position peaked at $59K in Q1 2022.
356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.