CJ
SFBS

Caitlin John’s ServisFirst Bancshares SFBS Stock Holding History

Caitlin John’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 		$7.28K Buy
100
+1
+1% +$79 ﹤0.01% 567
2025
Q4 		$7.14K Hold
99
– – ﹤0.01% 589
2025
Q3 		$7.98K Buy
+99
New +$8.2K 0.01% 524
2025
Q1 		– Sell
-98
Closed -$8.29K – 662
2024
Q4 		$8.29K Hold
98
– – 0.01% 502
2024
Q3 		$9.38K Sell
98
-1,291
-93% -$98.2K 0.01% 497
2024
Q2 		$87.8K Sell
1,389
-54
-4% -$3.33K 0.06% 181
2024
Q1 		$95.7K Buy
1,443
+1,346
+1,388% +$85.6K 0.07% 164
2023
Q4 		$6.5K Buy
+97
New +$5.24K 0.01% 505

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

Caitlin John's SFBS Position: Q1 2026 in Review

Caitlin John increased its ServisFirst Bancshares (SFBS) stake by 1% in Q1 2026, buying an estimated $79 and bringing the position to 100 shares worth $7.28K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Caitlin John first reported a position in SFBS in Q4 2023 and has held it in 8 quarters since. The position peaked at $95.7K in Q1 2024. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Caitlin John held 100 shares of ServisFirst Bancshares worth $7.28K as of Q1 2026.
  • Caitlin John bought 1 ServisFirst Bancshares share in Q1 2026, an estimated $79.
  • ServisFirst Bancshares made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #567 holding.
  • Caitlin John first reported a position in ServisFirst Bancshares in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's ServisFirst Bancshares position peaked at $95.7K in Q1 2024.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.