CIAS
SFBS

CBIZ Investment Advisory Services’s ServisFirst Bancshares SFBS Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-142
Closed -$5.1K – 689
2025
Q4 		$5.1K Buy
+142
New +$5.21K ﹤0.01% 501

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
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

CBIZ Investment Advisory Services's SFBS Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of ServisFirst Bancshares (SFBS) in Q1 2026, closing a stake of 142 shares — an estimated $5.1K sold.

CBIZ Investment Advisory Services first reported a position in SFBS in Q4 2025 and held it in 1 quarter. The position peaked at $5.1K in Q4 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining ServisFirst Bancshares position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 142 ServisFirst Bancshares shares in Q1 2026, an estimated $5.1K.
  • CBIZ Investment Advisory Services first reported a position in ServisFirst Bancshares in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's ServisFirst Bancshares position peaked at $5.1K in Q4 2025.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.