Jefferies Financial Group’s ServisFirst Bancshares SFBS Stock Holding History

Jefferies Financial Group’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 Q4	–	Sell	-8,330	Closed	-$671K	–	2052
2025 Q3	$671K	Buy	+8,330	New	+$690K	﹤0.01%	995
2025 Q2	–	Sell	-11,641	Closed	-$962K	–	1743
2025 Q1	$962K	Sell	11,641 -2,609	-18%	-$227K	0.01%	824
2024 Q4	$1.21M	Sell	14,250 -3,473	-20%	-$308K	0.01%	821
2024 Q3	$1.43M	Buy	+17,723	New	+$1.35M	0.01%	686
2024 Q2	–	Sell	-9,081	Closed	-$603K	–	1834
2024 Q1	$603K	Sell	9,081 -6,419	-41%	-$408K	0.01%	995
2023 Q4	$1.03M	Buy	15,500 +3,900	+34%	+$211K	0.01%	935
2023 Q3	$605K	Sell	11,600 -12,400	-52%	-$656K	0.01%	1001
2023 Q2	$982K	Buy	+24,000	New	+$1.11M	0.01%	924
2018 Q1	–	Sell	-5,418	Closed	-$225K	–	114
2017 Q4	$225K	Buy	+5,418	New	+$220K	0.02%	119

Other funds holding SFBS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

Jefferies Financial Group's SFBS Position: Q4 2025 in Review

Jefferies Financial Group sold out of ServisFirst Bancshares (SFBS) in Q4 2025, closing a stake of 8,330 shares — an estimated $671K sold.

Jefferies Financial Group first reported a position in SFBS in Q4 2017 and held it in 9 quarters. The position peaked at $1.43M in Q3 2024. 323 funds tracked by Wall St. Rank hold SFBS as of Q4 2025.

Jefferies Financial Group reported no remaining ServisFirst Bancshares position as of Q4 2025 after selling out during the quarter.
Jefferies Financial Group sold 8,330 ServisFirst Bancshares shares in Q4 2025, an estimated $671K.
Jefferies Financial Group first reported a position in ServisFirst Bancshares in Q4 2017 and held it in 9 quarters.
Jefferies Financial Group's ServisFirst Bancshares position peaked at $1.43M in Q3 2024.
323 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2025.

Based on Jefferies Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.