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Forum Financial Management’s ServisFirst Bancshares SFBS Stock Holding History

Forum Financial Management’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
2025
Q4 		– Sell
-5,130
Closed -$207K – 1056
2025
Q3 		$207K Buy
+5,130
New +$212K ﹤0.01% 957

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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

Forum Financial Management's SFBS Position: Q4 2025 in Review

Forum Financial Management sold out of ServisFirst Bancshares (SFBS) in Q4 2025, closing a stake of 5,130 shares — an estimated $207K sold.

Forum Financial Management first reported a position in SFBS in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 323 funds tracked by Wall St. Rank hold SFBS as of Q4 2025.

  • Forum Financial Management reported no remaining ServisFirst Bancshares position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 5,130 ServisFirst Bancshares shares in Q4 2025, an estimated $207K.
  • Forum Financial Management first reported a position in ServisFirst Bancshares in Q3 2025 and held it in 1 quarter.
  • Forum Financial Management's ServisFirst Bancshares position peaked at $207K in Q3 2025.
  • 323 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.