Joel Greenblatt’s ServisFirst Bancshares SFBS Stock Holding History

Joel Greenblatt’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 Q3	–	Sell	-1,445,900	Closed	-$17M	–	1806
2025 Q2	$17M	Buy	1,445,900 +1,225,596	+556%	+$45.3M	0.1%	262
2025 Q1	$2.25M	Buy	+220,304	New	+$9.57M	0.02%	760
2023 Q2	–	Sell	-103,652	Closed	-$2.83M	–	1411
2023 Q1	$2.83M	Sell	103,652 -9,406	-8%	-$315K	0.07%	393
2022 Q4	$3.9M	Sell	113,058 -10,942	-9%	-$409K	0.11%	227
2022 Q3	$4.96M	Buy	+124,000	New	+$5.23M	0.15%	158
2022 Q2	–	Sell	-5,016	Closed	-$239K	–	1233
2022 Q1	$239K	Buy	5,016 +124	+3%	+$5.42K	0.01%	1021
2021 Q4	$208K	Buy	+4,892	New	+$199K	0.01%	1069

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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 $32.2B AUM 10.98% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Joel Greenblatt's SFBS Position: Q3 2025 in Review

Joel Greenblatt sold out of ServisFirst Bancshares (SFBS) in Q3 2025, closing a stake of 1,445,900 shares — an estimated $17M sold.

Joel Greenblatt first reported a position in SFBS in Q4 2021 and held it in 7 quarters. The position peaked at $17M in Q2 2025. 310 funds tracked by Wall St. Rank hold SFBS as of Q3 2025.

Joel Greenblatt reported no remaining ServisFirst Bancshares position as of Q3 2025 after selling out during the quarter.
Joel Greenblatt sold 1,445,900 ServisFirst Bancshares shares in Q3 2025, an estimated $17M.
Joel Greenblatt first reported a position in ServisFirst Bancshares in Q4 2021 and held it in 7 quarters.
Joel Greenblatt's ServisFirst Bancshares position peaked at $17M in Q2 2025.
310 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2025.

Based on Gotham Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.