GFPC
SFBS

Global Financial Private Client’s ServisFirst Bancshares SFBS Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-7
Closed -$578 – 1339
2025
Q1 		$578 Buy
7
+4
+133% +$347 ﹤0.01% 1228
2024
Q4 		$254 Buy
+3
New +$266 ﹤0.01% 1175

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Global Financial Private Client's SFBS Position: Q2 2025 in Review

Global Financial Private Client sold out of ServisFirst Bancshares (SFBS) in Q2 2025, closing a stake of 7 shares — an estimated $578 sold.

Global Financial Private Client first reported a position in SFBS in Q4 2024 and held it in 2 quarters. The position peaked at $578 in Q1 2025. 308 funds tracked by Wall St. Rank hold SFBS as of Q2 2025.

  • Global Financial Private Client reported no remaining ServisFirst Bancshares position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 7 ServisFirst Bancshares shares in Q2 2025, an estimated $578.
  • Global Financial Private Client first reported a position in ServisFirst Bancshares in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's ServisFirst Bancshares position peaked at $578 in Q1 2025.
  • 308 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.