As of the latest SEC filings, ServisFirst Bancshares, Inc. (SFBS) is held by 284 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $219,772,827.62 in market value, representing 0.24% of its portfolio.
Funds holding ServisFirst Bancshares, Inc. (SFBS)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SFBS
- CIK:
- 0001430723
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.24% | $219,772,827.62 | 3,017,614 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $118,858,705.66 | 1,632,002 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.13% | $91,988,149.99 | 1,263,053 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.05% | $87,124,853.91 | 1,196,277 | Mar 31, 2026 | May 28, 2026 |
|
PSGAX
Virtus KAR Small-Cap Growth Fund
|
MF | Duff & Phelps / Virtus | 6.52% | $53,797,117.61 | 738,667 | Mar 31, 2026 | May 29, 2026 |
|
SSGSX
Victory Sycamore Small Company Opportunity Fund
|
MF | Independent / Boutique | 1.03% | $45,882,900.00 | 630,000 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.05% | $40,831,556.86 | 560,642 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.12% | $40,651,344.54 | 510,567 | Apr 30, 2026 | Jun 26, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 0.37% | $37,236,012.59 | 511,273 | Mar 31, 2026 | May 21, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.24% | $33,121,481.74 | 454,778 | Mar 31, 2026 | May 28, 2026 |
|
QRSVX
FPA Queens Road Small Cap Value Fund
|
MF | Independent / Boutique | 2.76% | $32,789,121.54 | 404,754 | Feb 28, 2026 | Apr 22, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.25% | $30,634,992.71 | 420,637 | Mar 31, 2026 | May 28, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.79% | $29,453,034.64 | 404,408 | Mar 31, 2026 | May 28, 2026 |
|
PMDAX
Small-MidCap Dividend Income Fund
|
MF | Independent / Boutique | 1.64% | $28,359,494.74 | 350,074 | Feb 28, 2026 | Apr 24, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.05% | $27,743,423.22 | 380,934 | Mar 31, 2026 | May 28, 2026 |
|
JSEQX
JPMorgan Small Cap Equity Fund
|
MF | JPMorgan | 0.86% | $24,629,212.42 | 338,174 | Mar 31, 2026 | May 29, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.06% | $24,314,513.99 | 333,853 | Mar 31, 2026 | May 28, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.24% | $23,147,923.05 | 317,835 | Mar 31, 2026 | May 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.02% | $22,471,709.94 | 282,237 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.05% | $21,362,255.99 | 263,699 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.14% | $20,719,198.61 | 255,761 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.10% | $19,718,887.13 | 243,413 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.10% | $19,208,086.14 | 241,247 | Apr 30, 2026 | Jun 24, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.24% | $17,867,311.07 | 245,329 | Mar 31, 2026 | May 26, 2026 |
|
WMCVX
Wasatch Small Cap Value Fund
|
MF | Independent / Boutique | 1.23% | $16,280,345.37 | 223,539 | Mar 31, 2026 | May 5, 2026 |
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