Marshall Wace’s ServisFirst Bancshares SFBS Stock Holding History

Marshall Wace’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 Q2	–	Sell	-21,536	Closed	-$784K	–	3670
2026 Q1	$784K	Buy	+21,536	New	+$853K	﹤0.01%	2245
2024 Q4	–	Sell	-5,014	Closed	-$202K	–	2961
2024 Q3	$202K	Sell	5,014 -80,442	-94%	-$3.06M	﹤0.01%	2293
2024 Q2	$2.7M	Buy	+85,456	New	+$2.64M	﹤0.01%	1229
2023 Q4	–	Sell	-48,296	Closed	-$1.26M	–	2570
2023 Q3	$1.26M	Sell	48,296 -144,518	-75%	-$3.82M	﹤0.01%	1419
2023 Q2	$3.94M	Buy	192,814 +43,780	+29%	+$1.01M	0.01%	1121
2023 Q1	$4.07M	Buy	149,034 +128,770	+635%	+$4.32M	0.01%	1102
2022 Q4	$698K	Buy	+20,264	New	+$757K	﹤0.01%	2234

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Marshall Wace's SFBS Position: Q2 2026 in Review

Marshall Wace sold out of ServisFirst Bancshares (SFBS) in Q2 2026, closing a stake of 21,536 shares — an estimated $784K sold.

Marshall Wace first reported a position in SFBS in Q4 2022 and held it in 7 quarters. The position peaked at $4.07M in Q1 2023. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Marshall Wace reported no remaining ServisFirst Bancshares position as of Q2 2026 after selling out during the quarter.
Marshall Wace sold 21,536 ServisFirst Bancshares shares in Q2 2026, an estimated $784K.
Marshall Wace first reported a position in ServisFirst Bancshares in Q4 2022 and held it in 7 quarters.
Marshall Wace's ServisFirst Bancshares position peaked at $4.07M in Q1 2023.
357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.