Commonwealth Equity Services
SFBS

Commonwealth Equity Services’s ServisFirst Bancshares SFBS Stock Holding History

Commonwealth Equity 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
2025
Q4 		– Sell
-2,558
Closed -$206K – 4428
2025
Q3 		$206K Sell
2,558
-391
-13% -$32.4K ﹤0.01% 3936
2025
Q2 		$229K Buy
2,949
+365
+14% +$27K ﹤0.01% 3813
2025
Q1 		$213K Buy
2,584
+10
+0.4% +$869 ﹤0.01% 3778
2024
Q4 		$218K Buy
2,574
+29
+1% +$2.58K ﹤0.01% 3692
2024
Q3 		$205K Buy
+2,545
New +$194K ﹤0.01% 3677
2024
Q2 		– Sell
-3,098
Closed -$206K – 4152
2024
Q1 		$206K Buy
3,098
+12
+0.4% +$763 ﹤0.01% 3603
2023
Q4 		$206K Buy
+3,086
New +$167K ﹤0.01% 3483

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $2.93B AUM 27.62% 1-Year Est. Return

Commonwealth Equity Services's SFBS Position: Q4 2025 in Review

Commonwealth Equity Services sold out of ServisFirst Bancshares (SFBS) in Q4 2025, closing a stake of 2,558 shares — an estimated $206K sold.

Commonwealth Equity Services first reported a position in SFBS in Q4 2023 and held it in 7 quarters. The position peaked at $229K in Q2 2025. 323 funds tracked by Wall St. Rank hold SFBS as of Q4 2025.

  • Commonwealth Equity Services reported no remaining ServisFirst Bancshares position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 2,558 ServisFirst Bancshares shares in Q4 2025, an estimated $206K.
  • Commonwealth Equity Services first reported a position in ServisFirst Bancshares in Q4 2023 and held it in 7 quarters.
  • Commonwealth Equity Services's ServisFirst Bancshares position peaked at $229K in Q2 2025.
  • 323 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.