Mariner
SFBS

Mariner’s ServisFirst Bancshares SFBS Stock Holding History

Mariner’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 		$911K Buy
12,502
+385
+3% +$30.5K ﹤0.01% 2038
2025
Q4 		$871K Sell
12,117
-50
-0.4% -$3.67K ﹤0.01% 2045
2025
Q3 		$980K Buy
12,167
+2,616
+27% +$217K ﹤0.01% 1919
2025
Q2 		$740K Buy
9,551
+2,658
+39% +$196K ﹤0.01% 2019
2025
Q1 		$569K Buy
6,893
+106
+2% +$9.21K ﹤0.01% 2105
2024
Q4 		$575K Buy
6,787
+225
+3% +$20K ﹤0.01% 2070
2024
Q3 		$527K Buy
6,562
+114
+2% +$8.67K ﹤0.01% 2089
2024
Q2 		$407K Buy
6,448
+249
+4% +$15.4K ﹤0.01% 2208
2024
Q1 		$411K Sell
6,199
-459
-7% -$29.2K ﹤0.01% 2187
2023
Q4 		$444K Buy
+6,658
New +$360K ﹤0.01% 2027
2022
Q4 		– Sell
-2,823
Closed -$226K – 2827
2022
Q3 		$226K Buy
+2,823
New +$238K ﹤0.01% 1980

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