Aviso Financial’s ServisFirst Bancshares SFBS Stock Holding History

Aviso Financial’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	$647K	Sell	8,884 -711	-7%	-$56.3K	0.02%	182
2025 Q4	$689K	Buy	9,595 +2,243	+31%	+$165K	0.03%	173
2025 Q3	$592K	Sell	7,352 -265	-3%	-$22K	0.02%	189
2025 Q2	$590K	Sell	7,617 -34	-0.4%	-$2.51K	0.03%	190
2025 Q1	$632K	Sell	7,651 -191	-2%	-$16.6K	0.03%	187
2024 Q4	$665K	Sell	7,842 -148	-2%	-$13.1K	0.03%	185
2024 Q3	$643K	Sell	7,990 -310	-4%	-$23.6K	0.03%	189
2024 Q2	$524K	Buy	+8,300	New	+$512K	0.03%	187

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

Aviso Financial's SFBS Position: Q1 2026 in Review

Aviso Financial reduced its ServisFirst Bancshares (SFBS) stake by 7.4% in Q1 2026, selling an estimated $56.3K and leaving 8,884 shares worth $647K. The position accounts for 0.02% of the portfolio, ranked #182.

Aviso Financial first reported a position in SFBS in Q2 2024 and has held it in 8 quarters since. The position peaked at $689K in Q4 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

Aviso Financial held 8,884 shares of ServisFirst Bancshares worth $647K as of Q1 2026.
Aviso Financial sold 711 ServisFirst Bancshares shares in Q1 2026, an estimated $56.3K.
ServisFirst Bancshares made up 0.02% of Aviso Financial's portfolio in Q1 2026, its #182 holding.
Aviso Financial first reported a position in ServisFirst Bancshares in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's ServisFirst Bancshares position peaked at $689K in Q4 2025.
344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.