Montag & Associates’s ServisFirst Bancshares SFBS Stock Holding History

Montag & Associates’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	$437K	Hold	6,000	–	–	0.02%	325
2025 Q4	$431K	Hold	6,000	–	–	0.02%	318
2025 Q3	$483K	Hold	6,000	–	–	0.02%	312
2025 Q2	$465K	Hold	6,000	–	–	0.02%	312
2025 Q1	$496K	Hold	6,000	–	–	0.02%	311
2024 Q4	$508K	Hold	6,000	–	–	0.02%	318
2024 Q3	$483K	Hold	6,000	–	–	0.02%	325
2024 Q2	$379K	Hold	6,000	–	–	0.02%	338
2024 Q1	$400K	Hold	6,000	–	–	0.02%	345
2023 Q4	$402K	Hold	6,000	–	–	0.02%	322
2023 Q3	$315K	Hold	6,000	–	–	0.02%	335
2023 Q2	$247K	Hold	6,000	–	–	0.02%	368
2023 Q1	$329K	Hold	6,000	–	–	0.02%	325
2022 Q4	$415K	Hold	6,000	–	–	0.03%	289
2022 Q3	$481K	Buy	+6,000	New	+$506K	0.03%	261

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Montag & Associates's SFBS Position: Q1 2026 in Review

Montag & Associates held its ServisFirst Bancshares (SFBS) position steady in Q1 2026 at 6,000 shares worth $437K. The position accounts for 0.02% of the portfolio, ranked #325.

Montag & Associates first reported a position in SFBS in Q3 2022 and has held it in 15 quarters since. The position peaked at $508K in Q4 2024. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

Montag & Associates held 6,000 shares of ServisFirst Bancshares worth $437K as of Q1 2026.
Montag & Associates left its ServisFirst Bancshares share count unchanged in Q1 2026.
ServisFirst Bancshares made up 0.02% of Montag & Associates's portfolio in Q1 2026, its #325 holding.
Montag & Associates first reported a position in ServisFirst Bancshares in Q3 2022 and has held it in 15 quarters since.
Montag & Associates's ServisFirst Bancshares position peaked at $508K in Q4 2024.
344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.