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
-42,678
Closed -$1.53M – 1120
2025
Q4 		$1.53M Sell
42,678
-3,994
-9% -$147K 0.03% 320
2025
Q3 		$1.88M Buy
46,672
+2,500
+6% +$104K 0.04% 267
2025
Q2 		$1.71M Buy
44,172
+6,194
+16% +$229K 0.04% 263
2025
Q1 		$1.57M Buy
37,978
+11,148
+42% +$484K 0.04% 252
2024
Q4 		$1.14M Buy
26,830
+2
+0% +$89 0.03% 340
2024
Q3 		$1.08M Buy
26,828
+1,700
+7% +$64.7K 0.03% 360
2024
Q2 		$794K Buy
25,128
+660
+3% +$20.4K 0.02% 398
2024
Q1 		$812K Buy
24,468
+8,374
+52% +$266K 0.02% 379
2023
Q4 		$536K Buy
16,094
+3,218
+25% +$87K 0.02% 482
2023
Q3 		$336K Buy
12,876
+960
+8% +$25.4K 0.01% 580
2023
Q2 		$244K Buy
11,916
+1,490
+14% +$34.4K 0.01% 704
2023
Q1 		$285K Buy
+10,426
New +$349K 0.01% 642

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
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

Diversified Trust's SFBS Position: Q1 2026 in Review

Diversified Trust sold out of ServisFirst Bancshares (SFBS) in Q1 2026, closing a stake of 42,678 shares — an estimated $1.53M sold.

Diversified Trust first reported a position in SFBS in Q1 2023 and held it in 12 quarters. The position peaked at $1.88M in Q3 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Diversified Trust reported no remaining ServisFirst Bancshares position as of Q1 2026 after selling out during the quarter.
  • Diversified Trust sold 42,678 ServisFirst Bancshares shares in Q1 2026, an estimated $1.53M.
  • Diversified Trust first reported a position in ServisFirst Bancshares in Q1 2023 and held it in 12 quarters.
  • Diversified Trust's ServisFirst Bancshares position peaked at $1.88M in Q3 2025.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Diversified Trust's 13F filing for Q1 2026, filed 16 Apr 2026.