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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
Q2 		$633K Sell
14,594
-514
-3% -$20.3K 0.01% 1385
2026
Q1 		$550K Sell
15,108
-838
-5% -$33.2K 0.01% 1399
2025
Q4 		$572K Sell
15,946
-1,728
-10% -$63.4K 0.01% 1361
2025
Q3 		$712K Buy
17,674
+424
+2% +$17.6K 0.01% 1221
2025
Q2 		$669K Sell
17,250
-224
-1% -$8.27K 0.01% 1265
2025
Q1 		$722K Sell
17,474
-2,098
-11% -$91.1K 0.01% 1153
2024
Q4 		$829K Sell
19,572
-1,478
-7% -$65.6K 0.01% 1081
2024
Q3 		$847K Sell
21,050
-8,770
-29% -$334K 0.01% 1062
2024
Q2 		$942K Sell
29,820
-13,140
-31% -$406K 0.01% 966
2024
Q1 		$1.43M Sell
42,960
-2,680
-6% -$85.3K 0.02% 792
2023
Q4 		$1.52M Sell
45,640
-614
-1% -$16.6K 0.02% 711
2023
Q3 		$1.21M Buy
+46,254
New +$1.22M 0.02% 768
2023
Q2 		– Sell
-50,832
Closed -$1.39M – 880
2023
Q1 		$1.39M Buy
50,832
+17,470
+52% +$586K 0.03% 676
2022
Q4 		$1.15M Sell
33,362
-11,878
-26% -$444K 0.02% 709
2022
Q3 		$1.81M Sell
45,240
-3,044
-6% -$128K 0.04% 517
2022
Q2 		$1.91M Sell
48,284
-15,038
-24% -$612K 0.04% 522
2022
Q1 		$3.02M Buy
+63,322
New +$2.77M 0.05% 426

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

Atria Investments's SFBS Position: Q2 2026 in Review

Atria Investments reduced its ServisFirst Bancshares (SFBS) stake by 3.4% in Q2 2026, selling an estimated $20.3K and leaving 14,594 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #1385.

Atria Investments first reported a position in SFBS in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.02M in Q1 2022. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Atria Investments held 14,594 shares of ServisFirst Bancshares worth $633K as of Q2 2026.
  • Atria Investments sold 514 ServisFirst Bancshares shares in Q2 2026, an estimated $20.3K.
  • ServisFirst Bancshares made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1385 holding.
  • Atria Investments first reported a position in ServisFirst Bancshares in Q1 2022 and has held it in 17 quarters since.
  • Atria Investments's ServisFirst Bancshares position peaked at $3.02M in Q1 2022.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.