Corient Private Wealth
SFBS

Corient Private Wealth’s ServisFirst Bancshares SFBS Stock Holding History

Corient Private Wealth’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 		$216K Sell
2,969
-3,178
-52% -$252K ﹤0.01% 2517
2025
Q4 		$441K Buy
6,147
+3,100
+102% +$227K ﹤0.01% 2386
2025
Q3 		$245K Buy
3,047
+450
+17% +$37.3K ﹤0.01% 2242
2025
Q2 		$201K Sell
2,597
-32
-1% -$2.36K ﹤0.01% 2238
2025
Q1 		$217K Buy
2,629
+52
+2% +$4.52K ﹤0.01% 2026
2024
Q4 		$218K Sell
2,577
-29
-1% -$2.58K ﹤0.01% 2071
2024
Q3 		$210K Buy
+2,606
New +$198K ﹤0.01% 2201

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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 $2.66B AUM 14.89% 1-Year Est. Return

Corient Private Wealth's SFBS Position: Q1 2026 in Review

Corient Private Wealth reduced its ServisFirst Bancshares (SFBS) stake by 52% in Q1 2026, selling an estimated $252K and leaving 2,969 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #2517.

Corient Private Wealth first reported a position in SFBS in Q3 2024 and has held it in 7 quarters since. The position peaked at $441K in Q4 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Corient Private Wealth held 2,969 shares of ServisFirst Bancshares worth $216K as of Q1 2026.
  • Corient Private Wealth sold 3,178 ServisFirst Bancshares shares in Q1 2026, an estimated $252K.
  • ServisFirst Bancshares made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2517 holding.
  • Corient Private Wealth first reported a position in ServisFirst Bancshares in Q3 2024 and has held it in 7 quarters since.
  • Corient Private Wealth's ServisFirst Bancshares position peaked at $441K in Q4 2025.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.