AAS
SFBS

Ameritas Advisory Services’s ServisFirst Bancshares SFBS Stock Holding History

Ameritas Advisory Services’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
Q3 		– Sell
-386
Closed -$29.9K – 2793
2025
Q2 		$29.9K Buy
+386
New +$28.5K ﹤0.01% 1554
2023
Q2 		– Sell
-453
Closed -$23.4K – 2188
2023
Q1 		$23.4K Buy
+453
New +$30.4K ﹤0.01% 1560

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Ameritas Advisory Services's SFBS Position: Q3 2025 in Review

Ameritas Advisory Services sold out of ServisFirst Bancshares (SFBS) in Q3 2025, closing a stake of 386 shares — an estimated $29.9K sold.

Ameritas Advisory Services first reported a position in SFBS in Q1 2023 and held it in 2 quarters. The position peaked at $29.9K in Q2 2025. 310 funds tracked by Wall St. Rank hold SFBS as of Q3 2025.

  • Ameritas Advisory Services reported no remaining ServisFirst Bancshares position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 386 ServisFirst Bancshares shares in Q3 2025, an estimated $29.9K.
  • Ameritas Advisory Services first reported a position in ServisFirst Bancshares in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's ServisFirst Bancshares position peaked at $29.9K in Q2 2025.
  • 310 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.