AssetMark Inc
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AssetMark Inc’s ServisFirst Bancshares SFBS Stock Holding History

AssetMark Inc’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
Q2 		$5.46K Sell
126
-6
-5% -$237 ﹤0.01% 2653
2026
Q1 		$4.81K Buy
132
+52
+65% +$2.06K ﹤0.01% 2579
2025
Q4 		$2.87K Buy
80
+74
+1,233% +$2.71K ﹤0.01% 2663
2025
Q3 		$242 Sell
6
-22
-79% -$911 ﹤0.01% 3041
2025
Q2 		$1.08K Buy
28
+22
+367% +$812 ﹤0.01% 2591
2025
Q1 		$248 Sell
6
-2
-25% -$87 ﹤0.01% 2511
2024
Q4 		$339 Buy
+8
New +$355 ﹤0.01% 2421
2018
Q1 		– Sell
-66
Closed -$1K – 1907
2017
Q4 		$1K Buy
+66
New +$1.34K ﹤0.01% 1701

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

AssetMark Inc's SFBS Position: Q2 2026 in Review

AssetMark Inc reduced its ServisFirst Bancshares (SFBS) stake by 4.5% in Q2 2026, selling an estimated $237 and leaving 126 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2653.

AssetMark Inc first reported a position in SFBS in Q4 2017 and has held it in 8 quarters since. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • AssetMark Inc held 126 shares of ServisFirst Bancshares worth $5.46K as of Q2 2026.
  • AssetMark Inc sold 6 ServisFirst Bancshares shares in Q2 2026, an estimated $237.
  • ServisFirst Bancshares made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2653 holding.
  • AssetMark Inc first reported a position in ServisFirst Bancshares in Q4 2017 and has held it in 8 quarters since.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.