I
SFBS

InceptionR’s ServisFirst Bancshares SFBS Stock Holding History

InceptionR’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
-8,471
Closed -$608K – 873
2025
Q4 		$608K Buy
8,471
+2,790
+49% +$205K 0.17% 222
2025
Q3 		$456K Buy
+5,681
New +$471K 0.11% 341
2025
Q1 		– Sell
-4,017
Closed -$340K – 805
2024
Q4 		$340K Buy
+4,017
New +$357K 0.08% 417

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

InceptionR's SFBS Position: Q1 2026 in Review

InceptionR sold out of ServisFirst Bancshares (SFBS) in Q1 2026, closing a stake of 8,471 shares — an estimated $608K sold.

InceptionR first reported a position in SFBS in Q4 2024 and held it in 3 quarters. The position peaked at $608K in Q4 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • InceptionR reported no remaining ServisFirst Bancshares position as of Q1 2026 after selling out during the quarter.
  • InceptionR sold 8,471 ServisFirst Bancshares shares in Q1 2026, an estimated $608K.
  • InceptionR first reported a position in ServisFirst Bancshares in Q4 2024 and held it in 3 quarters.
  • InceptionR's ServisFirst Bancshares position peaked at $608K in Q4 2025.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.