Gotham Asset Management’s ServisFirst Bancshares SFBS Stock Holding History

Gotham Asset 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 Q3	–	Sell	-722,950	Closed	-$17M	–	1806
2025 Q2	$17M	Buy	722,950 +612,798	+556%	+$45.3M	0.1%	262
2025 Q1	$2.25M	Buy	+110,152	New	+$9.57M	0.02%	760
2023 Q2	–	Sell	-51,826	Closed	-$2.83M	–	1411
2023 Q1	$2.83M	Sell	51,826 -4,703	-8%	-$315K	0.07%	393
2022 Q4	$3.9M	Sell	56,529 -5,471	-9%	-$409K	0.11%	227
2022 Q3	$4.96M	Buy	+62,000	New	+$5.23M	0.15%	158
2022 Q2	–	Sell	-2,508	Closed	-$239K	–	1233
2022 Q1	$239K	Buy	2,508 +62	+3%	+$5.42K	0.01%	1021
2021 Q4	$208K	Buy	+2,446	New	+$199K	0.01%	1069

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Gotham Asset Management's SFBS Position: Q3 2025 in Review

Gotham Asset Management sold out of ServisFirst Bancshares (SFBS) in Q3 2025, closing a stake of 722,950 shares — an estimated $17M sold.

Gotham Asset Management first reported a position in SFBS in Q4 2021 and held it in 7 quarters. The position peaked at $17M in Q2 2025. 310 funds tracked by Wall St. Rank hold SFBS as of Q3 2025.

Gotham Asset Management reported no remaining ServisFirst Bancshares position as of Q3 2025 after selling out during the quarter.
Gotham Asset Management sold 722,950 ServisFirst Bancshares shares in Q3 2025, an estimated $17M.
Gotham Asset Management first reported a position in ServisFirst Bancshares in Q4 2021 and held it in 7 quarters.
Gotham Asset Management's ServisFirst Bancshares position peaked at $17M in Q2 2025.
310 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2025.

Based on Gotham Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.