MBTD
SFBS

Mechanics Bank - Trust Department’s ServisFirst Bancshares SFBS Stock Holding History

Mechanics Bank - Trust Department’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
Q4 		– Sell
-2,525
Closed -$203K – 213
2025
Q3 		$203K Sell
2,525
-98
-4% -$8.12K 0.03% 202
2025
Q2 		$203K Hold
2,623
– – 0.03% 211
2025
Q1 		$217K Sell
2,623
-265
-9% -$23K 0.03% 211
2024
Q4 		$245K Buy
2,888
+88
+3% +$7.81K 0.03% 195
2024
Q3 		$225K Buy
+2,800
New +$213K 0.03% 193

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
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 $1.56T 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

Mechanics Bank - Trust Department's SFBS Position: Q4 2025 in Review

Mechanics Bank - Trust Department sold out of ServisFirst Bancshares (SFBS) in Q4 2025, closing a stake of 2,525 shares — an estimated $203K sold.

Mechanics Bank - Trust Department first reported a position in SFBS in Q3 2024 and held it in 5 quarters. The position peaked at $245K in Q4 2024. 323 funds tracked by Wall St. Rank hold SFBS as of Q4 2025.

  • Mechanics Bank - Trust Department reported no remaining ServisFirst Bancshares position as of Q4 2025 after selling out during the quarter.
  • Mechanics Bank - Trust Department sold 2,525 ServisFirst Bancshares shares in Q4 2025, an estimated $203K.
  • Mechanics Bank - Trust Department first reported a position in ServisFirst Bancshares in Q3 2024 and held it in 5 quarters.
  • Mechanics Bank - Trust Department's ServisFirst Bancshares position peaked at $245K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2025.

Based on Mechanics Bank - Trust Department's 13F filing for Q4 2025, filed 14 Jan 2026.