Moody National Bank Trust Division’s ServisFirst Bancshares SFBS Stock Holding History

Moody National Bank Trust Division’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	-3,048	Closed	-$245K	–	526
2025 Q3	$245K	Buy	3,048 +48	+2%	+$3.98K	0.02%	451
2025 Q2	$233K	Buy	3,000 +160	+6%	+$11.8K	0.02%	449
2025 Q1	$235K	Buy	2,840 +50	+2%	+$4.34K	0.02%	439
2024 Q4	$236K	Sell	2,790 -2	-0.1%	-$178	0.02%	443
2024 Q3	$225K	Buy	+2,792	New	+$212K	0.02%	436
2019 Q2	–	Sell	-192	Closed	-$6K	–	863
2019 Q1	$6K	Buy	+192	New	+$6.55K	﹤0.01%	804

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 $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Moody National Bank Trust Division's SFBS Position: Q4 2025 in Review

Moody National Bank Trust Division sold out of ServisFirst Bancshares (SFBS) in Q4 2025, closing a stake of 3,048 shares — an estimated $245K sold.

Moody National Bank Trust Division first reported a position in SFBS in Q1 2019 and held it in 6 quarters. The position peaked at $245K in Q3 2025. 323 funds tracked by Wall St. Rank hold SFBS as of Q4 2025.

Moody National Bank Trust Division reported no remaining ServisFirst Bancshares position as of Q4 2025 after selling out during the quarter.
Moody National Bank Trust Division sold 3,048 ServisFirst Bancshares shares in Q4 2025, an estimated $245K.
Moody National Bank Trust Division first reported a position in ServisFirst Bancshares in Q1 2019 and held it in 6 quarters.
Moody National Bank Trust Division's ServisFirst Bancshares position peaked at $245K in Q3 2025.
323 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2025.

Based on Moody National Bank Trust Division's 13F filing for Q4 2025, filed 12 Jan 2026.