BCI
SFBS

Brinker Capital Investments’s ServisFirst Bancshares SFBS Stock Holding History

Brinker Capital 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 		$343K Sell
4,714
-817
-15% -$64.7K ﹤0.01% 1614
2025
Q4 		$397K Buy
5,531
+486
+10% +$35.7K ﹤0.01% 1688
2025
Q3 		$406K Buy
5,045
+119
+2% +$9.86K ﹤0.01% 1624
2025
Q2 		$382K Buy
4,926
+187
+4% +$13.8K ﹤0.01% 1606
2025
Q1 		$391K Sell
4,739
-136
-3% -$11.8K ﹤0.01% 1513
2024
Q4 		$413K Sell
4,875
-694
-12% -$61.6K ﹤0.01% 1416
2024
Q3 		$448K Buy
5,569
+128
+2% +$9.74K ﹤0.01% 1375
2024
Q2 		$344K Buy
5,441
+376
+7% +$23.2K ﹤0.01% 1413
2024
Q1 		$336K Sell
5,065
-101
-2% -$6.43K ﹤0.01% 1416
2023
Q4 		$335K Sell
5,166
-253
-5% -$13.7K ﹤0.01% 1365
2023
Q3 		$283K Sell
5,419
-420
-7% -$22.2K ﹤0.01% 1411
2023
Q2 		$239K Buy
5,839
+110
+2% +$5.08K ﹤0.01% 1498
2023
Q1 		$313K Buy
5,729
+568
+11% +$38.1K ﹤0.01% 1332
2022
Q4 		$356K Sell
5,161
-126
-2% -$9.41K 0.01% 1092
2022
Q3 		$423K Buy
5,287
+337
+7% +$28.4K 0.01% 1005
2022
Q2 		$391K Sell
4,950
-973
-16% -$79.2K 0.01% 1061
2022
Q1 		$564K Sell
5,923
-2,009
-25% -$175K 0.01% 1010
2021
Q4 		$674K Buy
7,932
+395
+5% +$32.2K 0.01% 968
2021
Q3 		$512K Hold
7,537
– – 0.01% 969
2021
Q2 		$512K Sell
7,537
-1,005
-12% -$66.5K 0.01% 1024
2021
Q1 		$524K Sell
8,542
-11,494
-57% -$571K 0.01% 890
2020
Q4 		$807K Buy
20,036
+8,350
+71% +$324K 0.01% 730
2020
Q3 		$398K Buy
+11,686
New +$420K 0.01% 951

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

Brinker Capital Investments's SFBS Position: Q1 2026 in Review

Brinker Capital Investments reduced its ServisFirst Bancshares (SFBS) stake by 15% in Q1 2026, selling an estimated $64.7K and leaving 4,714 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Brinker Capital Investments first reported a position in SFBS in Q3 2020 and has held it in 23 quarters since. The position peaked at $807K in Q4 2020. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Brinker Capital Investments held 4,714 shares of ServisFirst Bancshares worth $343K as of Q1 2026.
  • Brinker Capital Investments sold 817 ServisFirst Bancshares shares in Q1 2026, an estimated $64.7K.
  • ServisFirst Bancshares made up ﹤0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1614 holding.
  • Brinker Capital Investments first reported a position in ServisFirst Bancshares in Q3 2020 and has held it in 23 quarters since.
  • Brinker Capital Investments's ServisFirst Bancshares position peaked at $807K in Q4 2020.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.