Bank of Montreal
SFBS

Bank of Montreal’s ServisFirst Bancshares SFBS Stock Holding History

Bank of Montreal’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 		$1.65M Sell
22,647
-91
-0.4% -$7.21K ﹤0.01% 1761
2025
Q4 		$1.63M Sell
22,738
-2,281
-9% -$167K ﹤0.01% 1740
2025
Q3 		$2.01M Sell
25,019
-3,488
-12% -$289K ﹤0.01% 1648
2025
Q2 		$2.21M Buy
28,507
+142
+0.5% +$10.5K ﹤0.01% 1536
2025
Q1 		$2.34M Buy
28,365
+7,723
+37% +$671K ﹤0.01% 1445
2024
Q4 		$1.75M Buy
20,642
+138
+0.7% +$12.3K ﹤0.01% 1600
2024
Q3 		$1.62M Sell
20,504
-3,995
-16% -$304K ﹤0.01% 1795
2024
Q2 		$1.55M Buy
24,499
+3,791
+18% +$234K ﹤0.01% 1781
2024
Q1 		$1.38M Buy
20,708
+1,391
+7% +$88.5K ﹤0.01% 1828
2023
Q4 		$1.34M Sell
19,317
-671
-3% -$36.3K ﹤0.01% 1898
2023
Q3 		$1.08M Sell
19,988
-265
-1% -$14K ﹤0.01% 2008
2023
Q2 		$947K Sell
20,253
-1,972
-9% -$91.1K ﹤0.01% 2215
2023
Q1 		$1.22M Buy
22,225
+1,011
+5% +$67.8K ﹤0.01% 1935
2022
Q4 		$1.48M Sell
21,214
-507
-2% -$37.9K ﹤0.01% 1954
2022
Q3 		$1.85K Sell
21,721
-5,087
-19% -$429K ﹤0.01% 1855
2022
Q2 		$2.11K Sell
26,808
-7,194
-21% -$586K ﹤0.01% 1868
2022
Q1 		$3.25M Sell
34,002
-8,996
-21% -$786K ﹤0.01% 1673
2021
Q4 		$3.76M Sell
42,998
-2,654
-6% -$216K ﹤0.01% 1338
2021
Q3 		$3.67M Sell
45,652
-1,818
-4% -$130K ﹤0.01% 1786
2021
Q2 		$3.3M Buy
47,470
+33,625
+243% +$2.22M ﹤0.01% 1803
2021
Q1 		$839K Sell
13,845
-31
-0.2% -$1.54K ﹤0.01% 2324
2020
Q4 		$599K Buy
13,876
+8,610
+164% +$334K ﹤0.01% 2606
2020
Q3 		$196K Sell
5,266
-1,703
-24% -$61.1K ﹤0.01% 2753
2020
Q2 		$221K Buy
6,969
+4,364
+168% +$144K ﹤0.01% 2679
2020
Q1 		$73K Sell
2,605
-5,215
-67% -$183K ﹤0.01% 2737
2019
Q4 		$294K Buy
7,820
+1,498
+24% +$53.6K ﹤0.01% 2950
2019
Q3 		$209K Buy
6,322
+165
+3% +$5.33K ﹤0.01% 2878
2019
Q2 		$212K Buy
6,157
+3,989
+184% +$133K ﹤0.01% 2888
2019
Q1 		$73K Sell
2,168
-822
-27% -$28K ﹤0.01% 3205
2018
Q4 		$95K Buy
2,990
+337
+13% +$12.1K ﹤0.01% 2972
2018
Q3 		$104K Buy
2,653
+173
+7% +$7.31K ﹤0.01% 3079
2018
Q2 		$104K Buy
2,480
+331
+15% +$14.2K ﹤0.01% 3102
2018
Q1 		$89K Hold
2,149
– – ﹤0.01% 3009
2017
Q4 		$89K Buy
2,149
+749
+54% +$30.4K ﹤0.01% 3046
2017
Q3 		$54K Hold
1,400
– – ﹤0.01% 3195
2017
Q2 		$52K Sell
1,400
-1,804
-56% -$65.7K ﹤0.01% 3213
2017
Q1 		$117K Buy
3,204
+2,304
+256% +$90.4K ﹤0.01% 2742
2016
Q4 		$33K Hold
900
– – ﹤0.01% 3247
2016
Q3 		$23K Sell
900
-2,596
-74% -$66.3K ﹤0.01% 3302
2016
Q2 		$86K Sell
3,496
-8,608
-71% -$211K ﹤0.01% 2868
2016
Q1 		$269K Hold
12,104
– – ﹤0.01% 2306
2015
Q4 		$288K Sell
12,104
-5,280
-30% -$119K ﹤0.01% 2221
2015
Q3 		$361K Hold
17,384
– – ﹤0.01% 2002
2015
Q2 		$327K Buy
17,384
+4,060
+30% +$72.2K ﹤0.01% 2186
2015
Q1 		$220K Buy
13,324
+6,720
+102% +$106K ﹤0.01% 2317
2014
Q4 		$109K Buy
6,604
+222
+3% +$3.35K ﹤0.01% 2737
2014
Q3 		$92K Buy
+6,382
New +$92.5K ﹤0.01% 2867

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 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 $204B AUM 27.99% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Bank of Montreal's SFBS Position: Q1 2026 in Review

Bank of Montreal reduced its ServisFirst Bancshares (SFBS) stake by 0.4% in Q1 2026, selling an estimated $7.21K and leaving 22,647 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Bank of Montreal first reported a position in SFBS in Q3 2014 and has held it in 47 quarters since. The position peaked at $3.76M in Q4 2021. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Bank of Montreal held 22,647 shares of ServisFirst Bancshares worth $1.65M as of Q1 2026.
  • Bank of Montreal sold 91 ServisFirst Bancshares shares in Q1 2026, an estimated $7.21K.
  • ServisFirst Bancshares made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1761 holding.
  • Bank of Montreal first reported a position in ServisFirst Bancshares in Q3 2014 and has held it in 47 quarters since.
  • Bank of Montreal's ServisFirst Bancshares position peaked at $3.76M in Q4 2021.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.