BIA
SFBS

Bell Investment Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Bell Investment Advisors’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 		$3.13K Buy
+43
New +$3.4K ﹤0.01% 1150
2025
Q2 		– Sell
-12
Closed -$992 – 1961
2025
Q1 		$992 Buy
+12
New +$1.04K ﹤0.01% 1553
2024
Q2 		– Sell
-8
Closed -$531 – 1969
2024
Q1 		$531 Buy
+8
New +$509 ﹤0.01% 1804
2023
Q3 		– Sell
-20
Closed -$819 – 1987
2023
Q2 		$819 Buy
20
+11
+122% +$508 ﹤0.01% 1646
2023
Q1 		$492 Buy
+9
New +$603 ﹤0.01% 1840

Other funds holding SFBS

BlackRock
BlackRock New York $5.7T 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 $1.47T 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