AI
SFBS

Atria Investments’s ServisFirst Bancshares SFBS Stock Holding History

Atria Investments’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 		$550K Sell
7,554
-419
-5% -$33.2K 0.01% 1399
2025
Q4 		$572K Sell
7,973
-864
-10% -$63.4K 0.01% 1361
2025
Q3 		$712K Buy
8,837
+212
+2% +$17.6K 0.01% 1221
2025
Q2 		$669K Sell
8,625
-112
-1% -$8.27K 0.01% 1265
2025
Q1 		$722K Sell
8,737
-1,049
-11% -$91.1K 0.01% 1153
2024
Q4 		$829K Sell
9,786
-739
-7% -$65.6K 0.01% 1081
2024
Q3 		$847K Sell
10,525
-4,385
-29% -$334K 0.01% 1062
2024
Q2 		$942K Sell
14,910
-6,570
-31% -$406K 0.01% 966
2024
Q1 		$1.43M Sell
21,480
-1,340
-6% -$85.3K 0.02% 792
2023
Q4 		$1.52M Sell
22,820
-307
-1% -$16.6K 0.02% 711
2023
Q3 		$1.21M Buy
+23,127
New +$1.22M 0.02% 768
2023
Q2 		– Sell
-25,416
Closed -$1.39M – 880
2023
Q1 		$1.39M Buy
25,416
+8,735
+52% +$585K 0.03% 676
2022
Q4 		$1.15M Sell
16,681
-5,939
-26% -$444K 0.02% 709
2022
Q3 		$1.81M Sell
22,620
-1,522
-6% -$128K 0.04% 517
2022
Q2 		$1.91M Sell
24,142
-7,519
-24% -$612K 0.04% 522
2022
Q1 		$3.02M Buy
+31,661
New +$2.77M 0.05% 426

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

Atria Investments's SFBS Position: Q1 2026 in Review

Atria Investments reduced its ServisFirst Bancshares (SFBS) stake by 5.3% in Q1 2026, selling an estimated $33.2K and leaving 7,554 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #1399.

Atria Investments first reported a position in SFBS in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.02M in Q1 2022. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Atria Investments held 7,554 shares of ServisFirst Bancshares worth $550K as of Q1 2026.
  • Atria Investments sold 419 ServisFirst Bancshares shares in Q1 2026, an estimated $33.2K.
  • ServisFirst Bancshares made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1399 holding.
  • Atria Investments first reported a position in ServisFirst Bancshares in Q1 2022 and has held it in 16 quarters since.
  • Atria Investments's ServisFirst Bancshares position peaked at $3.02M in Q1 2022.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.