A
SFBS

AlphaQuest’s ServisFirst Bancshares SFBS Stock Holding History

AlphaQuest’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
Q1 		– Sell
-27,418
Closed -$1.97M – 1730
2025
Q4 		$1.97M Buy
27,418
+4,930
+22% +$362K 0.11% 204
2025
Q3 		$1.81M Sell
22,488
-15,856
-41% -$1.31M 0.12% 213
2025
Q2 		$2.97M Buy
38,344
+26,345
+220% +$1.95M 0.29% 22
2025
Q1 		$991K Sell
11,999
-15,511
-56% -$1.35M 0.11% 292
2024
Q4 		$2.33M Buy
27,510
+18,884
+219% +$1.68M 0.31% 35
2024
Q3 		$694K Buy
8,626
+7,630
+766% +$581K 0.06% 522
2024
Q2 		$62.9K Buy
996
+976
+4,880% +$60.2K 0.01% 1034
2024
Q1 		$1.33K Sell
20
-6
-23% -$382 ﹤0.01% 1213
2023
Q4 		$1.73K Buy
+26
New +$1.41K ﹤0.01% 1025

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return