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	-5,050	Closed	-$203K	–	213
2025 Q3	$203K	Sell	5,050 -196	-4%	-$8.12K	0.03%	202
2025 Q2	$203K	Hold	5,246	–	–	0.03%	211
2025 Q1	$217K	Sell	5,246 -530	-9%	-$23K	0.03%	211
2024 Q4	$245K	Buy	5,776 +176	+3%	+$7.81K	0.03%	195
2024 Q3	$225K	Buy	+5,600	New	+$213K	0.03%	193

Other funds holding SFBS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

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

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 5,050 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. 324 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 5,050 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.
324 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.