CCA
SFBS

Cottonwood Capital Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Cottonwood Capital Advisors’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
Q3 		– Sell
-3,141
Closed -$243K – 122
2025
Q2 		$243K Hold
3,141
– – 0.16% 107
2025
Q1 		$259K Hold
3,141
– – 0.19% 95
2024
Q4 		$266K Buy
3,141
+378
+14% +$33.6K 0.19% 101
2024
Q3 		$222K Buy
+2,763
New +$210K 0.16% 107

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Cottonwood Capital Advisors's SFBS Position: Q3 2025 in Review

Cottonwood Capital Advisors sold out of ServisFirst Bancshares (SFBS) in Q3 2025, closing a stake of 3,141 shares — an estimated $243K sold.

Cottonwood Capital Advisors first reported a position in SFBS in Q3 2024 and held it in 4 quarters. The position peaked at $266K in Q4 2024. 310 funds tracked by Wall St. Rank hold SFBS as of Q3 2025.

  • Cottonwood Capital Advisors reported no remaining ServisFirst Bancshares position as of Q3 2025 after selling out during the quarter.
  • Cottonwood Capital Advisors sold 3,141 ServisFirst Bancshares shares in Q3 2025, an estimated $243K.
  • Cottonwood Capital Advisors first reported a position in ServisFirst Bancshares in Q3 2024 and held it in 4 quarters.
  • Cottonwood Capital Advisors's ServisFirst Bancshares position peaked at $266K in Q4 2024.
  • 310 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2025.

Based on Cottonwood Capital Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.