Cresset Asset Management’s ServisFirst Bancshares SFBS Stock Holding History

Cresset Asset 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
2025 Q2	–	Sell	-63,102	Closed	-$2.61M	–	1734
2025 Q1	$2.61M	Sell	63,102 -12	-0%	-$521	0.01%	465
2024 Q4	$2.67M	Sell	63,114 -2,154	-3%	-$95.6K	0.01%	472
2024 Q3	$2.63M	Buy	65,268 +356	+0.5%	+$13.5K	0.01%	674
2024 Q2	$2.05M	Sell	64,912 -386	-0.6%	-$11.9K	0.01%	711
2024 Q1	$2.18M	Sell	65,298 -430	-0.7%	-$13.7K	0.01%	605
2023 Q4	$2.2M	Buy	65,728 +4	+0%	+$108	0.01%	551
2023 Q3	$1.72M	Sell	65,724 -122	-0.2%	-$3.23K	0.01%	607
2023 Q2	$1.36M	Buy	+65,846	New	+$1.52M	﹤0.01%	798
2019 Q2	–	Sell	-174	Closed	-$3K	–	1473
2019 Q1	$3K	Hold	174	–	–	﹤0.01%	1549
2018 Q4	$3K	Buy	+174	New	+$3.13K	﹤0.01%	1214

Other funds holding SFBS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Cresset Asset Management's SFBS Position: Q2 2025 in Review

Cresset Asset Management sold out of ServisFirst Bancshares (SFBS) in Q2 2025, closing a stake of 63,102 shares — an estimated $2.61M sold.

Cresset Asset Management first reported a position in SFBS in Q4 2018 and held it in 10 quarters. The position peaked at $2.67M in Q4 2024. 308 funds tracked by Wall St. Rank hold SFBS as of Q2 2025.

Cresset Asset Management reported no remaining ServisFirst Bancshares position as of Q2 2025 after selling out during the quarter.
Cresset Asset Management sold 63,102 ServisFirst Bancshares shares in Q2 2025, an estimated $2.61M.
Cresset Asset Management first reported a position in ServisFirst Bancshares in Q4 2018 and held it in 10 quarters.
Cresset Asset Management's ServisFirst Bancshares position peaked at $2.67M in Q4 2024.
308 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.