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 Q1	$272K	Sell	3,733 -860	-19%	-$68.1K	﹤0.01%	984
2025 Q4	$330K	Buy	4,593 +802	+21%	+$58.8K	﹤0.01%	869
2025 Q3	$305K	Sell	3,791 -347	-8%	-$28.7K	﹤0.01%	933
2025 Q2	$321K	Buy	4,138 +610	+17%	+$45K	0.01%	850
2025 Q1	$291K	Sell	3,528 -58	-2%	-$5.04K	0.01%	825
2024 Q4	$304K	Sell	3,586 -635	-15%	-$56.4K	0.01%	819
2024 Q3	$340K	Buy	4,221 +42	+1%	+$3.2K	0.01%	776
2024 Q2	$264K	Buy	4,179 +192	+5%	+$11.9K	0.01%	813
2024 Q1	$265K	Buy	3,987 +828	+26%	+$52.7K	0.01%	819
2023 Q4	$210K	Buy	+3,159	New	+$171K	0.01%	876

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Coldstream Capital Management's SFBS Position: Q1 2026 in Review

Coldstream Capital Management reduced its ServisFirst Bancshares (SFBS) stake by 19% in Q1 2026, selling an estimated $68.1K and leaving 3,733 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Coldstream Capital Management first reported a position in SFBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $340K in Q3 2024. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

Coldstream Capital Management held 3,733 shares of ServisFirst Bancshares worth $272K as of Q1 2026.
Coldstream Capital Management sold 860 ServisFirst Bancshares shares in Q1 2026, an estimated $68.1K.
ServisFirst Bancshares made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #984 holding.
Coldstream Capital Management first reported a position in ServisFirst Bancshares in Q4 2023 and has held it in 10 quarters since.
Coldstream Capital Management's ServisFirst Bancshares position peaked at $340K in Q3 2024.
344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.