KAS
SFBS

Kestra Advisory Services’s ServisFirst Bancshares SFBS Stock Holding History

Kestra Advisory Services’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 		$828K Sell
11,371
-4
-0% -$317 ﹤0.01% 1861
2025
Q4 		$817K Sell
11,375
-947
-8% -$69.5K ﹤0.01% 1803
2025
Q3 		$992K Sell
12,322
-350
-3% -$29K ﹤0.01% 1598
2025
Q2 		$982K Sell
12,672
-219
-2% -$16.2K ﹤0.01% 1489
2025
Q1 		$1.06M Buy
12,891
+1,492
+13% +$130K 0.01% 1358
2024
Q4 		$966K Buy
11,399
+294
+3% +$26.1K 0.01% 1443
2024
Q3 		$893K Sell
11,105
-366
-3% -$27.8K ﹤0.01% 1393
2024
Q2 		$725K Buy
11,471
+190
+2% +$11.7K ﹤0.01% 1522
2024
Q1 		$749K Buy
11,281
+272
+2% +$17.3K 0.01% 1417
2023
Q4 		$734K Buy
+11,009
New +$595K 0.01% 1286

Other funds holding SFBS

BlackRock
BlackRock New York $5.7T 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 $1.47T 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