Capstone Investment Advisors
SFBS

Capstone Investment Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Capstone 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 		$598K Buy
8,210
+5,138
+167% +$407K ﹤0.01% 1069
2025
Q4 		$221K Buy
+3,072
New +$225K ﹤0.01% 1472
2024
Q2 		– Sell
-4,473
Closed -$297K – 2428
2024
Q1 		$297K Buy
+4,473
New +$285K ﹤0.01% 1842
2016
Q3 		– Sell
-11,060
Closed -$273K – 903
2016
Q2 		$273K Buy
+11,060
New +$272K 0.01% 578

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

Capstone Investment Advisors's SFBS Position: Q1 2026 in Review

Capstone Investment Advisors increased its ServisFirst Bancshares (SFBS) stake by 167% in Q1 2026, buying an estimated $407K and bringing the position to 8,210 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Capstone Investment Advisors first reported a position in SFBS in Q2 2016 and has held it in 4 quarters since. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Capstone Investment Advisors held 8,210 shares of ServisFirst Bancshares worth $598K as of Q1 2026.
  • Capstone Investment Advisors bought 5,138 ServisFirst Bancshares shares in Q1 2026, an estimated $407K.
  • ServisFirst Bancshares made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1069 holding.
  • Capstone Investment Advisors first reported a position in ServisFirst Bancshares in Q2 2016 and has held it in 4 quarters since.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.