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LIA
SFBS
Luken Investment Analytics’s
ServisFirst Bancshares
SFBS
Stock Holding History
Luken Investment Analytics’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
$645K
Hold
8,851
–
–
0.25%
39
2025
Q4
$635K
Sell
8,851
-350
-4%
-$25.7K
0.25%
32
2025
Q3
$741K
Sell
9,201
-750
-8%
-$62.1K
0.29%
33
2025
Q2
$771K
Buy
9,951
+378
+4%
+$27.9K
0.34%
32
2025
Q1
$791K
Hold
9,573
–
–
0.37%
30
2024
Q4
$811K
Sell
9,573
-575
-6%
-$51.1K
0.38%
29
2024
Q3
$816K
Sell
10,148
-644
-6%
-$49K
0.37%
28
2024
Q2
$682K
Buy
10,792
+1,166
+12%
+$72K
0.34%
30
2024
Q1
$639K
Hold
9,626
–
–
0.32%
31
2023
Q4
$641K
Hold
9,626
–
–
0.35%
30
2023
Q3
$502K
Sell
9,626
-500
-5%
-$26.5K
0.29%
30
2023
Q2
$414K
Buy
10,126
+667
+7%
+$30.8K
0.23%
29
2023
Q1
$517K
Buy
9,459
+950
+11%
+$63.7K
0.3%
27
2022
Q4
$586K
Buy
+8,509
New
+$635K
0.37%
24
2020
Q4
$302K
Buy
+7,500
New
+$291K
0.22%
26
Other funds holding SFBS
BlackRock
New York
$5.7T 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
$1.47T AUM
27.86%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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