CIAM
SFBS

Caitong International Asset Management’s ServisFirst Bancshares SFBS Stock Holding History

Caitong International Asset Management’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
Q2 		– Sell
-206
Closed -$7.5K – 3401
2026
Q1 		$7.5K Buy
206
+204
+10,200% +$8.08K ﹤0.01% 1111
2025
Q4 		$72 Sell
2
-474
-100% -$17.4K ﹤0.01% 1725
2025
Q3 		$19.2K Buy
+476
New +$19.7K 0.01% 727
2025
Q1 		– Sell
-1,338
Closed -$56.7K – 2489
2024
Q4 		$56.7K Buy
+1,338
New +$59.4K 0.06% 429

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Caitong International Asset Management's SFBS Position: Q2 2026 in Review

Caitong International Asset Management sold out of ServisFirst Bancshares (SFBS) in Q2 2026, closing a stake of 206 shares — an estimated $7.5K sold.

Caitong International Asset Management first reported a position in SFBS in Q4 2024 and held it in 4 quarters. The position peaked at $56.7K in Q4 2024. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Caitong International Asset Management reported no remaining ServisFirst Bancshares position as of Q2 2026 after selling out during the quarter.
  • Caitong International Asset Management sold 206 ServisFirst Bancshares shares in Q2 2026, an estimated $7.5K.
  • Caitong International Asset Management first reported a position in ServisFirst Bancshares in Q4 2024 and held it in 4 quarters.
  • Caitong International Asset Management's ServisFirst Bancshares position peaked at $56.7K in Q4 2024.
  • 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.