LIM
SFBS

Leavell Investment Management’s ServisFirst Bancshares SFBS Stock Holding History

Leavell Investment Management’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 		$6.62M Hold
90,854
– – 0.27% 93
2025
Q4 		$6.52M Sell
90,854
-4,418
-5% -$324K 0.27% 91
2025
Q3 		$7.67M Hold
95,272
– – 0.32% 70
2025
Q2 		$7.38M Hold
95,272
– – 0.33% 70
2025
Q1 		$7.87M Hold
95,272
– – 0.39% 65
2024
Q4 		$8.07M Sell
95,272
-1,087
-1% -$96.5K 0.4% 62
2024
Q3 		$7.75M Sell
96,359
-5,510
-5% -$419K 0.39% 65
2024
Q2 		$6.44M Hold
101,869
– – 0.36% 70
2024
Q1 		$6.79M Buy
101,869
+350
+0.3% +$22.3K 0.39% 70
2023
Q4 		$6.79M Sell
101,519
-1,268
-1% -$68.5K 0.43% 66
2023
Q3 		$5.39M Hold
102,787
– – 0.38% 71
2023
Q2 		$4.24M Buy
102,787
+95
+0.1% +$4.39K 0.29% 91
2023
Q1 		$5.64M Buy
102,692
+200
+0.2% +$13.4K 0.4% 68
2022
Q4 		$7.09M Buy
102,492
+500
+0.5% +$37.3K 0.53% 52
2022
Q3 		$8.18M Hold
101,992
– – 0.65% 49
2022
Q2 		$8.07M Buy
101,992
+50
+0% +$4.07K 0.62% 48
2022
Q1 		$9.74M Sell
101,942
-1,350
-1% -$118K 0.67% 43
2021
Q4 		$8.8M Sell
103,292
-1,153
-1% -$94K 0.59% 52
2021
Q3 		$8.15M Sell
104,445
-147
-0.1% -$10.5K 0.61% 50
2021
Q2 		$6.44M Hold
104,592
– – 0.52% 57
2021
Q1 		$6.44M Sell
104,592
-9,300
-8% -$462K 0.52% 57
2020
Q4 		$4.61M Sell
113,892
-2,500
-2% -$96.9K 0.4% 73
2020
Q3 		$3.98M Buy
116,392
+500
+0.4% +$18K 0.35% 80
2020
Q2 		$4.17M Sell
115,892
-8,000
-6% -$264K 0.41% 72
2020
Q1 		$3.65M Buy
123,892
+17,118
+16% +$600K 0.42% 72
2019
Q4 		$4.04M Buy
106,774
+19,191
+22% +$686K 0.38% 82
2019
Q3 		$2.92M Hold
87,583
– – 0.3% 102
2019
Q2 		$3.01M Buy
87,583
+163
+0.2% +$5.44K 0.32% 95
2019
Q1 		$2.96M Buy
87,420
+172
+0.2% +$5.87K 0.33% 92
2018
Q4 		$2.79M Sell
87,248
-382
-0.4% -$13.7K 0.35% 89
2018
Q3 		$3.44M Buy
87,630
+15,372
+21% +$650K 0.37% 83
2018
Q2 		$3.02M Sell
72,258
-2,944
-4% -$126K 0.34% 86
2018
Q1 		$3.08M Buy
75,202
+12,625
+20% +$529K 0.36% 83
2017
Q4 		$2.6M Buy
62,577
+1
+0% +$41 0.31% 96
2017
Q3 		$2.43M Sell
62,576
-398
-0.6% -$14.2K 0.3% 100
2017
Q2 		$2.32M Buy
62,974
+1,206
+2% +$43.9K 0.29% 101
2017
Q1 		$2.25M Sell
61,768
-12,372
-17% -$485K 0.29% 101
2016
Q4 		$2.78M Sell
74,140
-1,086
-1% -$34.4K 0.38% 77
2016
Q3 		$1.95M Hold
75,226
– – 0.29% 104
2016
Q2 		$1.86M Buy
75,226
+20,000
+36% +$491K 0.27% 109
2016
Q1 		$1.23M Buy
55,226
+4,072
+8% +$79.4K 0.18% 137
2015
Q4 		$1.22M Hold
51,154
– – 0.18% 138
2015
Q3 		$1.06M Buy
+51,154
New +$998K 0.17% 143

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

Leavell Investment Management's SFBS Position: Q1 2026 in Review

Leavell Investment Management held its ServisFirst Bancshares (SFBS) position steady in Q1 2026 at 90,854 shares worth $6.62M. The position accounts for 0.27% of the portfolio, ranked #93.

Leavell Investment Management first reported a position in SFBS in Q3 2015 and has held it in 43 quarters since. The position peaked at $9.74M in Q1 2022. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Leavell Investment Management held 90,854 shares of ServisFirst Bancshares worth $6.62M as of Q1 2026.
  • Leavell Investment Management left its ServisFirst Bancshares share count unchanged in Q1 2026.
  • ServisFirst Bancshares made up 0.27% of Leavell Investment Management's portfolio in Q1 2026, its #93 holding.
  • Leavell Investment Management first reported a position in ServisFirst Bancshares in Q3 2015 and has held it in 43 quarters since.
  • Leavell Investment Management's ServisFirst Bancshares position peaked at $9.74M in Q1 2022.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.