AssetMark Inc
SFBS

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
63
-3
-5% -$237 ﹤0.01% 2653
2026
Q1 		$4.81K Buy
66
+26
+65% +$2.06K ﹤0.01% 2579
2025
Q4 		$2.87K Buy
40
+37
+1,233% +$2.71K ﹤0.01% 2663
2025
Q3 		$242 Sell
3
-11
-79% -$911 ﹤0.01% 3041
2025
Q2 		$1.08K Buy
14
+11
+367% +$812 ﹤0.01% 2591
2025
Q1 		$248 Sell
3
-1
-25% -$87 ﹤0.01% 2511
2024
Q4 		$339 Buy
+4
New +$355 ﹤0.01% 2421
2018
Q1 		– Sell
-33
Closed -$1K – 1907
2017
Q4 		$1K Buy
+33
New +$1.34K ﹤0.01% 1701

Other funds holding SFBS

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 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 63 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. 120 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • AssetMark Inc held 63 shares of ServisFirst Bancshares worth $5.46K as of Q2 2026.
  • AssetMark Inc sold 3 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.
  • 120 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.