Advantage Alpha Capital Partners’s ServisFirst Bancshares SFBS Stock Holding History

Advantage Alpha Capital Partners’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
2025 Q2	–	Sell	-3,021	Closed	-$249K	–	155
2025 Q1	$249K	Sell	3,021 -4,690	-61%	-$407K	0.06%	109
2024 Q4	$654K	Buy	7,711 +893	+13%	+$79.3K	0.15%	98
2024 Q3	$548K	Buy	6,818 +1,120	+20%	+$85.2K	0.12%	101
2024 Q2	$358K	Sell	5,698 -598	-9%	-$36.9K	0.08%	128
2024 Q1	$415K	Sell	6,296 -2,110	-25%	-$134K	0.08%	127
2023 Q4	$560K	Buy	+8,406	New	+$454K	0.11%	104

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Advantage Alpha Capital Partners's SFBS Position: Q2 2025 in Review

Advantage Alpha Capital Partners sold out of ServisFirst Bancshares (SFBS) in Q2 2025, closing a stake of 3,021 shares — an estimated $249K sold.

Advantage Alpha Capital Partners first reported a position in SFBS in Q4 2023 and held it in 6 quarters. The position peaked at $654K in Q4 2024. 308 funds tracked by Wall St. Rank hold SFBS as of Q2 2025.

Advantage Alpha Capital Partners reported no remaining ServisFirst Bancshares position as of Q2 2025 after selling out during the quarter.
Advantage Alpha Capital Partners sold 3,021 ServisFirst Bancshares shares in Q2 2025, an estimated $249K.
Advantage Alpha Capital Partners first reported a position in ServisFirst Bancshares in Q4 2023 and held it in 6 quarters.
Advantage Alpha Capital Partners's ServisFirst Bancshares position peaked at $654K in Q4 2024.
308 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2025.

Based on Advantage Alpha Capital Partners's 13F filing for Q2 2025, filed 13 Aug 2025.