Aquatic Capital Management’s ServisFirst Bancshares SFBS Stock Holding History

Aquatic 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
2026 Q1	$243K	Buy	3,331 +1,354	+68%	+$107K	0.01%	941
2025 Q4	$142K	Sell	1,977 -10,573	-84%	-$776K	﹤0.01%	1078
2025 Q3	$1.01M	Sell	12,550 -3,770	-23%	-$312K	0.02%	669
2025 Q2	$1.26M	Buy	16,320 +13,287	+438%	+$981K	0.03%	586
2025 Q1	$251K	Sell	3,033 -3,382	-53%	-$294K	0.01%	902
2024 Q4	$544K	Buy	+6,415	New	+$570K	0.01%	696
2024 Q2	–	Sell	-2,500	Closed	-$166K	–	1560
2024 Q1	$166K	Buy	+2,500	New	+$159K	0.01%	805
2023 Q4	–	Sell	-300	Closed	-$16K	–	1599
2023 Q3	$16K	Sell	300 -4,500	-94%	-$238K	﹤0.01%	1096
2023 Q2	$196K	Buy	+4,800	New	+$222K	0.01%	676
2022 Q4	–	Sell	-8,400	Closed	-$672K	–	1774
2022 Q3	$672K	Buy	+8,400	New	+$709K	0.07%	342
2022 Q1	–	Sell	-300	Closed	-$25K	–	1478
2021 Q4	$25K	Buy	+300	New	+$24.5K	0.05%	531

Other funds holding SFBS

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Aquatic Capital Management's SFBS Position: Q1 2026 in Review

Aquatic Capital Management increased its ServisFirst Bancshares (SFBS) stake by 68% in Q1 2026, buying an estimated $107K and bringing the position to 3,331 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #941.

Aquatic Capital Management first reported a position in SFBS in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.26M in Q2 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

Aquatic Capital Management held 3,331 shares of ServisFirst Bancshares worth $243K as of Q1 2026.
Aquatic Capital Management bought 1,354 ServisFirst Bancshares shares in Q1 2026, an estimated $107K.
ServisFirst Bancshares made up 0.01% of Aquatic Capital Management's portfolio in Q1 2026, its #941 holding.
Aquatic Capital Management first reported a position in ServisFirst Bancshares in Q4 2021 and has held it in 11 quarters since.
Aquatic Capital Management's ServisFirst Bancshares position peaked at $1.26M in Q2 2025.
344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.