Hillsdale Investment Management’s ServisFirst Bancshares SFBS Stock Holding History

Hillsdale Investment 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
2026 Q1	$284K	Buy	+3,900	New	+$309K	0.01%	527
2023 Q1	–	Sell	-9,000	Closed	-$620K	–	634
2022 Q4	$620K	Hold	9,000	–	–	0.05%	275
2022 Q3	$720K	Hold	9,000	–	–	0.07%	233
2022 Q2	$710K	Sell	9,000 -1,000	-10%	-$81.4K	0.06%	243
2022 Q1	$953K	Hold	10,000	–	–	0.06%	237
2021 Q4	$849K	Sell	10,000 -500	-5%	-$40.8K	0.06%	277
2021 Q3	$817K	Sell	10,500 -6,000	-36%	-$429K	0.06%	292
2021 Q2	$1.12M	Sell	16,500 -5,500	-25%	-$364K	0.09%	211
2021 Q1	$1.35M	Sell	22,000 -1,000	-4%	-$49.7K	0.11%	178
2020 Q4	$927K	Buy	23,000 +1,000	+5%	+$38.8K	0.09%	237
2020 Q3	$749K	Sell	22,000 -400	-2%	-$14.4K	0.07%	254
2020 Q2	$801K	Buy	+22,400	New	+$739K	0.07%	214

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Hillsdale Investment Management's SFBS Position: Q1 2026 in Review

Hillsdale Investment Management opened a new position in ServisFirst Bancshares (SFBS) in Q1 2026: 3,900 shares worth $284K. The stake represents 0.01% of the portfolio and ranks #527 among its holdings. This is a return to the name: Hillsdale Investment Management previously reported a position in SFBS as recently as Q4 2022.

Hillsdale Investment Management first reported a position in SFBS in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.35M in Q1 2021. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

Hillsdale Investment Management held 3,900 shares of ServisFirst Bancshares worth $284K as of Q1 2026.
ServisFirst Bancshares was a new Hillsdale Investment Management position in Q1 2026.
ServisFirst Bancshares made up 0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #527 holding.
Hillsdale Investment Management first reported a position in ServisFirst Bancshares in Q2 2020 and has held it in 12 quarters since.
Hillsdale Investment Management's ServisFirst Bancshares position peaked at $1.35M in Q1 2021.
344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.