EP
SFBS

Edgestream Partners’s ServisFirst Bancshares SFBS Stock Holding History

Edgestream Partners’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
-47,544
Closed -$3.41M – 1086
2025
Q4 		$3.41M Buy
+47,544
New +$3.49M 0.1% 382
2025
Q1 		– Sell
-74,891
Closed -$6.35M – 1037
2024
Q4 		$6.35M Buy
74,891
+36,717
+96% +$3.26M 0.27% 88
2024
Q3 		$3.07M Buy
+38,174
New +$2.9M 0.14% 262
2024
Q1 		– Sell
-34,678
Closed -$2.31M – 997
2023
Q4 		$2.31M Buy
+34,678
New +$1.87M 0.17% 205

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VCM
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Kayne Anderson Rudnick Investment Management
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Geode Capital Management
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Dimensional Fund Advisors
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Principal Financial Group
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WG
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