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Servisfirst Bancshares shares owned by Navigate Wealth Management

Quarter-by-quarter ownership of Servisfirst Bancshares (SFBS) shares owned by Navigate Wealth Management from 13F filings

Historical chart of Navigate Wealth Management investment in Servisfirst Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Servisfirst Bancshares held by Navigate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Servisfirst Bancshares by Navigate Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $932k 12k 79.04

More positions owned by Navigate Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Navigate Wealth Management

Top funds holding Servisfirst Bancshares

BlackRock
Vanguard Group
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Kayne Anderson Rudnick Investment Management
Geode Capital Management
Dimensional Fund Advisors
Principal Financial Group
Welch Group
Davis Asset Management
Goldman Sachs Group
Copeland Capital Management
Victory Capital Management
Morgan Stanley

View all funds holding Servisfirst Bancshares