Keel Point’s ServisFirst Bancshares SFBS Stock Holding History

Keel Point’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	$1.12M	Sell	15,375 -10,501	-41%	-$831K	0.07%	150
2025 Q4	$1.86M	Buy	25,876 +3,286	+15%	+$241K	0.11%	118
2025 Q3	$1.82M	Buy	22,590 +78	+0.3%	+$6.46K	0.11%	124
2025 Q2	$1.74M	Buy	22,512 +75	+0.3%	+$5.54K	0.12%	128
2025 Q1	$1.85M	Buy	22,437 +127	+0.6%	+$11K	0.14%	101
2024 Q4	$1.89M	Sell	22,310 -253	-1%	-$22.5K	0.15%	97
2024 Q3	$1.82M	Sell	22,563 -6,253	-22%	-$476K	0.15%	102
2024 Q2	$2.12M	Sell	28,816 -7,142	-20%	-$441K	0.19%	91
2024 Q1	$2.39M	Buy	35,958 +23	+0.1%	+$1.46K	0.25%	72
2023 Q4	$2.39M	Sell	35,935 -3,730	-9%	-$202K	0.29%	70
2023 Q3	$2.07M	Buy	39,665 +417	+1%	+$22.1K	0.28%	67
2023 Q2	$1.61M	Buy	39,248 +147	+0.4%	+$6.79K	0.21%	84
2023 Q1	$2.14M	Buy	39,101 +1,121	+3%	+$75.1K	0.31%	64
2022 Q4	$2.62M	Buy	37,980 +9	+0%	+$672	0.41%	59
2022 Q3	$3.04M	Buy	37,971 +30,000	+376%	+$2.53M	0.52%	47
2022 Q2	$711K	Buy	7,971 +412	+5%	+$33.5K	0.11%	120
2022 Q1	$720K	Sell	7,559 -166	-2%	-$14.5K	0.11%	120
2021 Q4	$656K	Sell	7,725 -427	-5%	-$34.8K	0.07%	127
2021 Q3	$634K	Buy	8,152 +393	+5%	+$28.1K	0.08%	133
2021 Q2	$527K	Buy	7,759 +2,088	+37%	+$138K	0.06%	152
2021 Q1	$348K	Sell	5,671 -6,777	-54%	-$337K	0.03%	190
2020 Q4	$502K	Sell	12,448 -3,277	-21%	-$127K	0.04%	156
2020 Q3	$535K	Buy	15,725 +8,508	+118%	+$305K	0.05%	133
2020 Q2	$258K	Buy	+7,217	New	+$238K	0.03%	169
2020 Q1	–	Sell	-6,654	Closed	-$251K	–	197
2019 Q4	$251K	Sell	6,654 -1,308	-16%	-$46.8K	0.03%	168
2019 Q3	$264K	Hold	7,962	–	–	0.03%	153
2019 Q2	$273K	Hold	7,962	–	–	0.03%	162
2019 Q1	$269K	Hold	7,962	–	–	0.03%	164
2018 Q4	$254K	Hold	7,962	–	–	0.03%	171
2018 Q3	$312K	Hold	7,962	–	–	0.04%	144
2018 Q2	$332K	Hold	7,962	–	–	0.04%	127
2018 Q1	$325K	Hold	7,962	–	–	0.04%	123
2017 Q4	$330K	Sell	7,962 -400	-5%	-$16.3K	0.05%	129
2017 Q3	$325K	Hold	8,362	–	–	0.05%	126
2017 Q2	$308K	Hold	8,362	–	–	0.06%	122
2017 Q1	$304K	Hold	8,362	–	–	0.06%	120
2016 Q4	$313K	Sell	8,362 -650	-7%	-$20.6K	0.07%	116
2016 Q3	$234K	Hold	9,012	–	–	0.09%	116
2016 Q2	$223K	Hold	9,012	–	–	0.1%	117
2016 Q1	$200K	Hold	9,012	–	–	0.1%	120
2015 Q4	$214K	Buy	+9,012	New	+$203K	0.12%	118

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 $187B AUM 18.48% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Keel Point's SFBS Position: Q1 2026 in Review

Keel Point reduced its ServisFirst Bancshares (SFBS) stake by 41% in Q1 2026, selling an estimated $831K and leaving 15,375 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #150.

Keel Point first reported a position in SFBS in Q4 2015 and has held it in 41 quarters since. The position peaked at $3.04M in Q3 2022. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

Keel Point held 15,375 shares of ServisFirst Bancshares worth $1.12M as of Q1 2026.
Keel Point sold 10,501 ServisFirst Bancshares shares in Q1 2026, an estimated $831K.
ServisFirst Bancshares made up 0.07% of Keel Point's portfolio in Q1 2026, its #150 holding.
Keel Point first reported a position in ServisFirst Bancshares in Q4 2015 and has held it in 41 quarters since.
Keel Point's ServisFirst Bancshares position peaked at $3.04M in Q3 2022.
344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.