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 Q2	$402K	Buy	9,260 +1,460	+19%	+$57.6K	0.01%	474
2026 Q1	$284K	Buy	+7,800	New	+$309K	0.01%	527
2023 Q1	–	Sell	-18,000	Closed	-$620K	–	634
2022 Q4	$620K	Hold	18,000	–	–	0.05%	275
2022 Q3	$720K	Hold	18,000	–	–	0.07%	233
2022 Q2	$710K	Sell	18,000 -2,000	-10%	-$81.4K	0.06%	243
2022 Q1	$953K	Hold	20,000	–	–	0.06%	237
2021 Q4	$849K	Sell	20,000 -1,000	-5%	-$40.8K	0.06%	277
2021 Q3	$817K	Sell	21,000 -12,000	-36%	-$429K	0.06%	292
2021 Q2	$1.12M	Sell	33,000 -11,000	-25%	-$364K	0.09%	211
2021 Q1	$1.35M	Sell	44,000 -2,000	-4%	-$49.7K	0.11%	178
2020 Q4	$927K	Buy	46,000 +2,000	+5%	+$38.8K	0.09%	237
2020 Q3	$749K	Sell	44,000 -800	-2%	-$14.4K	0.07%	254
2020 Q2	$801K	Buy	+44,800	New	+$739K	0.07%	214

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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

Hillsdale Investment Management's SFBS Position: Q2 2026 in Review

Hillsdale Investment Management increased its ServisFirst Bancshares (SFBS) stake by 19% in Q2 2026, buying an estimated $57.6K and bringing the position to 9,260 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #474.

Hillsdale Investment Management first reported a position in SFBS in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.35M in Q1 2021. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Hillsdale Investment Management held 9,260 shares of ServisFirst Bancshares worth $402K as of Q2 2026.
Hillsdale Investment Management bought 1,460 ServisFirst Bancshares shares in Q2 2026, an estimated $57.6K.
ServisFirst Bancshares made up 0.01% of Hillsdale Investment Management's portfolio in Q2 2026, its #474 holding.
Hillsdale Investment Management first reported a position in ServisFirst Bancshares in Q2 2020 and has held it in 13 quarters since.
Hillsdale Investment Management's ServisFirst Bancshares position peaked at $1.35M in Q1 2021.
356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.