Lindbrook Capital’s ServisFirst Bancshares SFBS Stock Holding History

Lindbrook Capital’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 Q1	$3.14K	Hold	38	–	–	﹤0.01%	2139
2024 Q4	$3.22K	Hold	38	–	–	﹤0.01%	2151
2024 Q3	$3.06K	Hold	38	–	–	﹤0.01%	2211
2024 Q2	$2.4K	Hold	38	–	–	﹤0.01%	2289
2024 Q1	$2.52K	Hold	38	–	–	﹤0.01%	2163
2023 Q4	$2.53K	Buy	38 +8	+27%	+$432	﹤0.01%	2188
2023 Q3	$1.56K	Sell	30 -35	-54%	-$1.85K	﹤0.01%	2202
2023 Q2	$2.66K	Buy	65 +50	+333%	+$2.31K	﹤0.01%	2038
2023 Q1	$819	Buy	+15	New	+$1K	﹤0.01%	2503
2022 Q4	–	Sell	-14	Closed	-$1K	–	2990
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	2479
2022 Q2	$1K	Buy	+14	New	+$1.14K	﹤0.01%	2356
2019 Q3	–	Sell	-40	Closed	-$1K	–	1525
2019 Q2	$1K	Hold	40	–	–	﹤0.01%	1351
2019 Q1	$1K	Hold	40	–	–	﹤0.01%	1338
2018 Q4	$1K	Buy	+40	New	+$1.44K	﹤0.01%	1298

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Lindbrook Capital's SFBS Position: Q1 2025 in Review

Lindbrook Capital held its ServisFirst Bancshares (SFBS) position steady in Q1 2025 at 38 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

Lindbrook Capital first reported a position in SFBS in Q4 2018 and has held it in 14 quarters since. The position peaked at $3.22K in Q4 2024. 304 funds tracked by Wall St. Rank hold SFBS as of Q1 2025.

Lindbrook Capital held 38 shares of ServisFirst Bancshares worth $3.14K as of Q1 2025.
Lindbrook Capital left its ServisFirst Bancshares share count unchanged in Q1 2025.
ServisFirst Bancshares made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2139 holding.
Lindbrook Capital first reported a position in ServisFirst Bancshares in Q4 2018 and has held it in 14 quarters since.
Lindbrook Capital's ServisFirst Bancshares position peaked at $3.22K in Q4 2024.
304 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.