DT
SFBS

Diversified Trust’s ServisFirst Bancshares SFBS Stock Holding History

Diversified Trust’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 		– Sell
-21,339
Closed -$1.53M – 1120
2025
Q4 		$1.53M Sell
21,339
-1,997
-9% -$147K 0.03% 320
2025
Q3 		$1.88M Buy
23,336
+1,250
+6% +$104K 0.04% 267
2025
Q2 		$1.71M Buy
22,086
+3,097
+16% +$229K 0.04% 263
2025
Q1 		$1.57M Buy
18,989
+5,574
+42% +$484K 0.04% 252
2024
Q4 		$1.14M Buy
13,415
+1
+0% +$89 0.03% 340
2024
Q3 		$1.08M Buy
13,414
+850
+7% +$64.7K 0.03% 360
2024
Q2 		$794K Buy
12,564
+330
+3% +$20.4K 0.02% 398
2024
Q1 		$812K Buy
12,234
+4,187
+52% +$266K 0.02% 379
2023
Q4 		$536K Buy
8,047
+1,609
+25% +$87K 0.02% 482
2023
Q3 		$336K Buy
6,438
+480
+8% +$25.4K 0.01% 580
2023
Q2 		$244K Buy
5,958
+745
+14% +$34.4K 0.01% 704
2023
Q1 		$285K Buy
+5,213
New +$349K 0.01% 642

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