Cerity Partners
SFBS

Cerity Partners’s ServisFirst Bancshares SFBS Stock Holding History

Cerity Partners’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
2025
Q1 		– Sell
-3,418
Closed -$275K – 2612
2024
Q4 		$275K Sell
3,418
-2,053
-38% -$182K ﹤0.01% 2080
2024
Q3 		$440K Buy
+5,471
New +$416K ﹤0.01% 1840
2024
Q2 		– Sell
-3,325
Closed -$221K – 2393
2024
Q1 		$221K Buy
+3,325
New +$212K ﹤0.01% 2054

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Cerity Partners's SFBS Position: Q1 2025 in Review

Cerity Partners sold out of ServisFirst Bancshares (SFBS) in Q1 2025, closing a stake of 3,418 shares — an estimated $275K sold.

Cerity Partners first reported a position in SFBS in Q1 2024 and held it in 3 quarters. The position peaked at $440K in Q3 2024. 304 funds tracked by Wall St. Rank hold SFBS as of Q1 2025.

  • Cerity Partners reported no remaining ServisFirst Bancshares position as of Q1 2025 after selling out during the quarter.
  • Cerity Partners sold 3,418 ServisFirst Bancshares shares in Q1 2025, an estimated $275K.
  • Cerity Partners first reported a position in ServisFirst Bancshares in Q1 2024 and held it in 3 quarters.
  • Cerity Partners's ServisFirst Bancshares position peaked at $440K in Q3 2024.
  • 304 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2025.

Based on Cerity Partners's 13F filing for Q1 2025, filed 30 Apr 2025.