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Coldstream Capital Management’s ServisFirst Bancshares SFBS Stock Holding History

Coldstream Capital 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 		$322K Sell
7,424
-42
-0.6% -$1.66K ﹤0.01% 934
2026
Q1 		$272K Sell
7,466
-1,720
-19% -$68.1K ﹤0.01% 984
2025
Q4 		$330K Buy
9,186
+1,604
+21% +$58.9K ﹤0.01% 869
2025
Q3 		$305K Sell
7,582
-694
-8% -$28.7K ﹤0.01% 933
2025
Q2 		$321K Buy
8,276
+1,220
+17% +$45K 0.01% 850
2025
Q1 		$291K Sell
7,056
-116
-2% -$5.04K 0.01% 825
2024
Q4 		$304K Sell
7,172
-1,270
-15% -$56.4K 0.01% 819
2024
Q3 		$340K Buy
8,442
+84
+1% +$3.2K 0.01% 776
2024
Q2 		$264K Buy
8,358
+384
+5% +$11.9K 0.01% 813
2024
Q1 		$265K Buy
7,974
+1,656
+26% +$52.7K 0.01% 819
2023
Q4 		$210K Buy
+6,318
New +$171K 0.01% 876

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 $3.38T AUM 44.17% 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

Coldstream Capital Management's SFBS Position: Q2 2026 in Review

Coldstream Capital Management reduced its ServisFirst Bancshares (SFBS) stake by 0.56% in Q2 2026, selling an estimated $1.66K and leaving 7,424 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Coldstream Capital Management first reported a position in SFBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $340K in Q3 2024. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Coldstream Capital Management held 7,424 shares of ServisFirst Bancshares worth $322K as of Q2 2026.
  • Coldstream Capital Management sold 42 ServisFirst Bancshares shares in Q2 2026, an estimated $1.66K.
  • ServisFirst Bancshares made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #934 holding.
  • Coldstream Capital Management first reported a position in ServisFirst Bancshares in Q4 2023 and has held it in 11 quarters since.
  • Coldstream Capital Management's ServisFirst Bancshares position peaked at $340K in Q3 2024.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.