Advisors Capital Management’s ServisFirst Bancshares SFBS Stock Holding History

Advisors Capital Management’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	-2,480	Closed	-$205K	–	534
2025 Q1	$205K	Hold	2,480	–	–	﹤0.01%	497
2024 Q4	$210K	Buy	+2,480	New	+$220K	﹤0.01%	498
2023 Q2	–	Sell	-5,120	Closed	-$280K	–	438
2023 Q1	$280K	Buy	5,120 +170	+3%	+$11.4K	0.01%	378
2022 Q4	$341K	Sell	4,950 -5	-0.1%	-$373	0.01%	357
2022 Q3	$380K	Buy	4,955 +5	+0.1%	+$422	0.01%	352
2022 Q2	$391K	Sell	4,950 -49	-1%	-$3.99K	0.01%	328
2022 Q1	$476K	Buy	+4,999	New	+$437K	0.01%	312

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

Advisors Capital Management's SFBS Position: Q2 2025 in Review

Advisors Capital Management sold out of ServisFirst Bancshares (SFBS) in Q2 2025, closing a stake of 2,480 shares — an estimated $205K sold.

Advisors Capital Management first reported a position in SFBS in Q1 2022 and held it in 7 quarters. The position peaked at $476K in Q1 2022. 308 funds tracked by Wall St. Rank hold SFBS as of Q2 2025.

Advisors Capital Management reported no remaining ServisFirst Bancshares position as of Q2 2025 after selling out during the quarter.
Advisors Capital Management sold 2,480 ServisFirst Bancshares shares in Q2 2025, an estimated $205K.
Advisors Capital Management first reported a position in ServisFirst Bancshares in Q1 2022 and held it in 7 quarters.
Advisors Capital Management's ServisFirst Bancshares position peaked at $476K in Q1 2022.
308 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2025.

Based on Advisors Capital Management's 13F filing for Q2 2025, filed 8 Aug 2025.