CGH
SFBS

Crossmark Global Holdings’s ServisFirst Bancshares SFBS Stock Holding History

Crossmark Global Holdings’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
Q2 		$283K Sell
6,524
-408
-6% -$16.1K ﹤0.01% 1091
2026
Q1 		$252K Sell
6,932
-80
-1% -$3.17K ﹤0.01% 1094
2025
Q4 		$252K Sell
7,012
-218
-3% -$8K ﹤0.01% 1098
2025
Q3 		$291K Sell
7,230
-126
-2% -$5.22K ﹤0.01% 1113
2025
Q2 		$285K Buy
7,356
+70
+1% +$2.58K ﹤0.01% 1122
2025
Q1 		$301K Hold
7,286
– – 0.01% 1085
2024
Q4 		$309K Sell
7,286
-148
-2% -$6.57K 0.01% 1036
2024
Q3 		$299K Buy
7,434
+826
+13% +$31.4K 0.01% 1076
2024
Q2 		$209K Sell
6,608
-744
-10% -$23K ﹤0.01% 1220
2024
Q1 		$244K Buy
7,352
+6
+0.1% +$191 ﹤0.01% 1195
2023
Q4 		$244K Sell
7,346
-288
-4% -$7.78K 0.01% 1175
2023
Q3 		$204K Sell
7,634
-476
-6% -$12.6K ﹤0.01% 1194
2023
Q2 		$241K Sell
8,110
-46
-0.6% -$1.06K 0.01% 1161
2023
Q1 		$223K Buy
8,156
+158
+2% +$5.29K 0.01% 1177
2022
Q4 		$276K Sell
7,998
-232
-3% -$8.66K 0.01% 1046
2022
Q3 		$329K Sell
8,230
-90
-1% -$3.8K 0.01% 946
2022
Q2 		$328K Sell
8,320
-836
-9% -$34K 0.01% 995
2022
Q1 		$437K Buy
9,156
+556
+6% +$24.3K 0.01% 966
2021
Q4 		$365K Sell
8,600
-9,940
-54% -$405K 0.01% 1053
2021
Q3 		$721K Sell
18,540
-240
-1% -$8.59K 0.02% 746
2021
Q2 		$638K Buy
18,780
+460
+3% +$15.2K 0.02% 799
2021
Q1 		$562K Buy
18,320
+2,040
+13% +$50.7K 0.01% 844
2020
Q4 		$328K Buy
+16,280
New +$316K 0.01% 1047
2018
Q4 		– Sell
-17,880
Closed -$350K – 1533
2018
Q3 		$350K Hold
17,880
– – 0.01% 1208
2018
Q2 		$373K Sell
17,880
-20
-0.1% -$428 0.01% 1148
2018
Q1 		$365K Sell
17,900
-2,740
-13% -$57.4K 0.01% 1125
2017
Q4 		$428K Sell
20,640
-3,000
-13% -$61K 0.01% 1113
2017
Q3 		$459K Buy
+23,640
New +$420K 0.01% 1010
2016
Q3 		$459K Buy
+47,280
New +$604K 0.01% 1010

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Crossmark Global Holdings's SFBS Position: Q2 2026 in Review

Crossmark Global Holdings reduced its ServisFirst Bancshares (SFBS) stake by 5.9% in Q2 2026, selling an estimated $16.1K and leaving 6,524 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Crossmark Global Holdings first reported a position in SFBS in Q3 2016 and has held it in 29 quarters since. The position peaked at $721K in Q3 2021. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Crossmark Global Holdings held 6,524 shares of ServisFirst Bancshares worth $283K as of Q2 2026.
  • Crossmark Global Holdings sold 408 ServisFirst Bancshares shares in Q2 2026, an estimated $16.1K.
  • ServisFirst Bancshares made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1091 holding.
  • Crossmark Global Holdings first reported a position in ServisFirst Bancshares in Q3 2016 and has held it in 29 quarters since.
  • Crossmark Global Holdings's ServisFirst Bancshares position peaked at $721K in Q3 2021.
  • 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.