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 Q2	$4.58M	Buy	+105,594	New	+$4.17M	0.14%	271
2026 Q1	–	Sell	-95,088	Closed	-$3.41M	–	1086
2025 Q4	$3.41M	Buy	+95,088	New	+$3.49M	0.1%	382
2025 Q1	–	Sell	-149,782	Closed	-$6.35M	–	1037
2024 Q4	$6.35M	Buy	149,782 +73,434	+96%	+$3.26M	0.27%	88
2024 Q3	$3.07M	Buy	+76,348	New	+$2.9M	0.14%	262
2024 Q1	–	Sell	-69,356	Closed	-$2.31M	–	997
2023 Q4	$2.31M	Buy	+69,356	New	+$1.87M	0.17%	205

Other funds holding SFBS

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Edgestream Partners's SFBS Position: Q2 2026 in Review

Edgestream Partners opened a new position in ServisFirst Bancshares (SFBS) in Q2 2026: 105,594 shares worth $4.58M. The stake represents 0.14% of the portfolio and ranks #271 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in SFBS as recently as Q4 2025.

Edgestream Partners first reported a position in SFBS in Q4 2023 and has held it in 5 quarters since. The position peaked at $6.35M in Q4 2024. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Edgestream Partners held 105,594 shares of ServisFirst Bancshares worth $4.58M as of Q2 2026.
ServisFirst Bancshares was a new Edgestream Partners position in Q2 2026.
ServisFirst Bancshares made up 0.14% of Edgestream Partners's portfolio in Q2 2026, its #271 holding.
Edgestream Partners first reported a position in ServisFirst Bancshares in Q4 2023 and has held it in 5 quarters since.
Edgestream Partners's ServisFirst Bancshares position peaked at $6.35M in Q4 2024.
355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.