Envestnet Asset Management’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.6M | Buy |
214,015
+131,587
| +160% | +$10.4M | ﹤0.01% | 1519 |
|
|
2025
Q4 | $5.92M | Sell |
82,428
-54,131
| -40% | -$3.97M | ﹤0.01% | 2062 |
|
|
2025
Q3 | $11M | Sell |
136,559
-13,473
| -9% | -$1.12M | ﹤0.01% | 1711 |
|
|
2025
Q2 | $11.6M | Sell |
150,032
-14,382
| -9% | -$1.06M | ﹤0.01% | 1633 |
|
|
2025
Q1 | $13.6M | Buy |
164,414
+11,194
| +7% | +$972K | ﹤0.01% | 1449 |
|
|
2024
Q4 | $13M | Buy |
153,220
+6,953
| +5% | +$617K | ﹤0.01% | 1470 |
|
|
2024
Q3 | $11.8M | Buy |
146,267
+13,368
| +10% | +$1.02M | ﹤0.01% | 1522 |
|
|
2024
Q2 | $8.4M | Buy |
132,899
+4,362
| +3% | +$269K | ﹤0.01% | 1672 |
|
|
2024
Q1 | $8.53M | Buy |
128,537
+107,064
| +499% | +$6.81M | ﹤0.01% | 1626 |
|
|
2023
Q4 | $1.43M | Buy |
21,473
+562
| +3% | +$30.4K | ﹤0.01% | 2670 |
|
|
2023
Q3 | $1.09M | Buy |
20,911
+8,903
| +74% | +$471K | ﹤0.01% | 2755 |
|
|
2023
Q2 | $491K | Buy |
12,008
+874
| +8% | +$40.4K | ﹤0.01% | 3222 |
|
|
2023
Q1 | $608K | Sell |
11,134
-630
| -5% | -$42.2K | ﹤0.01% | 3021 |
|
|
2022
Q4 | $811K | Sell |
11,764
-258
| -2% | -$19.3K | ﹤0.01% | 2796 |
|
|
2022
Q3 | $962K | Sell |
12,022
-109
| -0.9% | -$9.2K | ﹤0.01% | 2600 |
|
|
2022
Q2 | $957K | Buy |
12,131
+220
| +2% | +$17.9K | ﹤0.01% | 2627 |
|
|
2022
Q1 | $1.14M | Sell |
11,911
-2,900
| -20% | -$253K | ﹤0.01% | 2574 |
|
|
2021
Q4 | $1.26M | Buy |
14,811
+1,121
| +8% | +$91.4K | ﹤0.01% | 2473 |
|
|
2021
Q3 | $1.06M | Sell |
13,690
-572
| -4% | -$40.9K | ﹤0.01% | 2500 |
|
|
2021
Q2 | $970K | Sell |
14,262
-850
| -6% | -$56.2K | ﹤0.01% | 2552 |
|
|
2021
Q1 | $927K | Sell |
15,112
-1,105
| -7% | -$54.9K | ﹤0.01% | 2445 |
|
|
2020
Q4 | $653K | Buy |
16,217
+1,496
| +10% | +$58K | ﹤0.01% | 2516 |
|
|
2020
Q3 | $501K | Buy |
14,721
+2,455
| +20% | +$88.1K | ﹤0.01% | 2459 |
|
|
2020
Q2 | $439K | Buy |
12,266
+3,814
| +45% | +$126K | ﹤0.01% | 2484 |
|
|
2020
Q1 | $248K | Buy |
+8,452
| New | +$296K | ﹤0.01% | 2641 |
|
|
2018
Q1 | – | Sell |
-292
| Closed | -$12K | – | 2944 |
|
|
2017
Q4 | $12K | Hold |
292
| – | – | ﹤0.01% | 2599 |
|
|
2017
Q3 | $11K | Sell |
292
-154
| -35% | -$5.48K | ﹤0.01% | 2585 |
|
|
2017
Q2 | $16K | Sell |
446
-46
| -9% | -$1.67K | ﹤0.01% | 2641 |
|
|
2017
Q1 | $18K | Sell |
492
-1,544
| -76% | -$60.6K | ﹤0.01% | 2689 |
|
|
2016
Q4 | $76K | Buy |
+2,036
| New | +$64.5K | ﹤0.01% | 2293 |
|
|
2016
Q2 | – | Sell |
-2,038
| Closed | -$45K | – | 3136 |
|
|
2016
Q1 | $45K | Buy |
+2,038
| New | +$39.7K | ﹤0.01% | 2760 |
|
Other funds holding SFBS
VPM
VCM
WG
Envestnet Asset Management's SFBS Position: Q1 2026 in Review
Envestnet Asset Management increased its ServisFirst Bancshares (SFBS) stake by 160% in Q1 2026, buying an estimated $10.4M and bringing the position to 214,015 shares worth $15.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1519.
Envestnet Asset Management first reported a position in SFBS in Q1 2016 and has held it in 31 quarters since. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.
- Envestnet Asset Management held 214,015 shares of ServisFirst Bancshares worth $15.6M as of Q1 2026.
- Envestnet Asset Management bought 131,587 ServisFirst Bancshares shares in Q1 2026, an estimated $10.4M.
- ServisFirst Bancshares made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1519 holding.
- Envestnet Asset Management first reported a position in ServisFirst Bancshares in Q1 2016 and has held it in 31 quarters since.
- 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.