Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s ServisFirst Bancshares SFBS Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 Q1	–	Sell	-110,548	Closed	-$3.97M	–	1599
2025 Q4	$3.97M	Buy	+110,548	New	+$4.06M	0.01%	741
2023 Q3	–	Sell	-28,514	Closed	-$583K	–	1236
2023 Q2	$583K	Buy	+28,514	New	+$659K	﹤0.01%	853
2021 Q1	–	Sell	-3,480	Closed	-$70K	–	1754
2020 Q4	$70K	Buy	+3,480	New	+$67.4K	﹤0.01%	1337

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's SFBS Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of ServisFirst Bancshares (SFBS) in Q1 2026, closing a stake of 110,548 shares — an estimated $3.97M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in SFBS in Q4 2020 and held it in 3 quarters. The position peaked at $3.97M in Q4 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining ServisFirst Bancshares position as of Q1 2026 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 110,548 ServisFirst Bancshares shares in Q1 2026, an estimated $3.97M.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in ServisFirst Bancshares in Q4 2020 and held it in 3 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's ServisFirst Bancshares position peaked at $3.97M in Q4 2025.
344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.