Mackenzie Financial
SFBS

Mackenzie Financial’s ServisFirst Bancshares SFBS Stock Holding History

Mackenzie Financial’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 		– Sell
-6,468
Closed -$234K – 1717
2025
Q4 		$234K Buy
6,468
+304
+5% +$11.2K ﹤0.01% 1481
2025
Q3 		$248K Hold
6,164
– – ﹤0.01% 1478
2025
Q2 		$239K Hold
6,164
– – ﹤0.01% 1480
2025
Q1 		$255K Sell
6,164
-244
-4% -$10.6K ﹤0.01% 1439
2024
Q4 		$272K Sell
6,408
-168
-3% -$7.46K ﹤0.01% 1427
2024
Q3 		$265K Buy
+6,576
New +$250K ﹤0.01% 1245
2024
Q2 		– Sell
-6,222
Closed -$206K – 1616
2024
Q1 		$206K Hold
6,222
– – ﹤0.01% 1336
2023
Q4 		$207K Buy
+6,222
New +$168K ﹤0.01% 1319
2023
Q1 		– Sell
-5,874
Closed -$202K – 1601
2022
Q4 		$202K Sell
5,874
-288
-5% -$10.8K ﹤0.01% 1244
2022
Q3 		$246K Sell
6,162
-520
-8% -$21.9K ﹤0.01% 1166
2022
Q2 		$264K Buy
6,682
+1,120
+20% +$45.6K ﹤0.01% 1148
2022
Q1 		$265K Buy
5,562
+134
+2% +$5.85K ﹤0.01% 1172
2021
Q4 		$231K Sell
5,428
-428
-7% -$17.4K ﹤0.01% 1270
2021
Q3 		$228K Buy
+5,856
New +$210K ﹤0.01% 1258

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Mackenzie Financial's SFBS Position: Q1 2026 in Review

Mackenzie Financial sold out of ServisFirst Bancshares (SFBS) in Q1 2026, closing a stake of 6,468 shares — an estimated $234K sold.

Mackenzie Financial first reported a position in SFBS in Q3 2021 and held it in 14 quarters. The position peaked at $272K in Q4 2024. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Mackenzie Financial reported no remaining ServisFirst Bancshares position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 6,468 ServisFirst Bancshares shares in Q1 2026, an estimated $234K.
  • Mackenzie Financial first reported a position in ServisFirst Bancshares in Q3 2021 and held it in 14 quarters.
  • Mackenzie Financial's ServisFirst Bancshares position peaked at $272K in Q4 2024.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.