HCA
SFBS

Heck Capital Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Heck Capital Advisors’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
Q1 		– Sell
-30
Closed -$1.27K – 696
2024
Q4 		$1.27K Buy
+30
New +$1.33K ﹤0.01% 687

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 $3.37T AUM 44.26% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Heck Capital Advisors's SFBS Position: Q1 2025 in Review

Heck Capital Advisors sold out of ServisFirst Bancshares (SFBS) in Q1 2025, closing a stake of 30 shares — an estimated $1.27K sold.

Heck Capital Advisors first reported a position in SFBS in Q4 2024 and held it in 1 quarter. The position peaked at $1.27K in Q4 2024. 304 funds tracked by Wall St. Rank hold SFBS as of Q1 2025.

  • Heck Capital Advisors reported no remaining ServisFirst Bancshares position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 30 ServisFirst Bancshares shares in Q1 2025, an estimated $1.27K.
  • Heck Capital Advisors first reported a position in ServisFirst Bancshares in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's ServisFirst Bancshares position peaked at $1.27K in Q4 2024.
  • 304 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.