CI Investments Inc
SFBS

CI Investments Inc’s ServisFirst Bancshares SFBS Stock Holding History

CI Investments Inc’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
Q4 		– Sell
-4,166
Closed -$168K – 1148
2025
Q3 		$168K Sell
4,166
-386
-8% -$16K ﹤0.01% 757
2025
Q2 		$176K Sell
4,552
-148
-3% -$5.46K ﹤0.01% 742
2025
Q1 		$194K Buy
4,700
+618
+15% +$26.8K ﹤0.01% 733
2024
Q4 		$173K Buy
+4,082
New +$181K ﹤0.01% 784
2023
Q4 		– Sell
-666
Closed -$17K – 1322
2023
Q3 		$17K Sell
666
-8
-1% -$212 ﹤0.01% 1113
2023
Q2 		$14K Sell
674
-34
-5% -$785 ﹤0.01% 1119
2023
Q1 		$19K Buy
708
+56
+9% +$1.88K ﹤0.01% 1059
2022
Q4 		$22K Buy
652
+172
+36% +$6.42K ﹤0.01% 1078
2022
Q3 		$19K Sell
480
-26
-5% -$1.1K ﹤0.01% 1040
2022
Q2 		$20K Sell
506
-398
-44% -$16.2K ﹤0.01% 975
2022
Q1 		$43K Hold
904
– – ﹤0.01% 979
2021
Q4 		$38K Buy
+904
New +$36.9K ﹤0.01% 1036

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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

CI Investments Inc's SFBS Position: Q4 2025 in Review

CI Investments Inc sold out of ServisFirst Bancshares (SFBS) in Q4 2025, closing a stake of 4,166 shares — an estimated $168K sold.

CI Investments Inc first reported a position in SFBS in Q4 2021 and held it in 12 quarters. The position peaked at $194K in Q1 2025. 323 funds tracked by Wall St. Rank hold SFBS as of Q4 2025.

  • CI Investments Inc reported no remaining ServisFirst Bancshares position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 4,166 ServisFirst Bancshares shares in Q4 2025, an estimated $168K.
  • CI Investments Inc first reported a position in ServisFirst Bancshares in Q4 2021 and held it in 12 quarters.
  • CI Investments Inc's ServisFirst Bancshares position peaked at $194K in Q1 2025.
  • 323 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.