MOACM
SFBS

Mutual of America Capital Management’s ServisFirst Bancshares SFBS Stock Holding History

Mutual of America Capital Management’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 		$10.4M Sell
142,862
-6,205
-4% -$491K 0.12% 168
2025
Q4 		$10.7M Sell
149,067
-3,856
-3% -$283K 0.11% 165
2025
Q3 		$12.3M Sell
152,923
-400
-0.3% -$33.1K 0.13% 136
2025
Q2 		$11.9M Buy
153,323
+429
+0.3% +$31.7K 0.13% 141
2025
Q1 		$12.6M Sell
152,894
-81
-0.1% -$7.04K 0.15% 119
2024
Q4 		$13M Sell
152,975
-389
-0.3% -$34.5K 0.14% 115
2024
Q3 		$12.3M Sell
153,364
-3,269
-2% -$249K 0.13% 125
2024
Q2 		$9.9M Buy
156,633
+46,469
+42% +$2.87M 0.11% 161
2024
Q1 		$7.31M Buy
110,164
+75,069
+214% +$4.78M 0.08% 285
2023
Q4 		$2.34M Buy
35,095
+26,510
+309% +$1.43M 0.03% 838
2023
Q3 		$448K Sell
8,585
-958
-10% -$50.7K 0.01% 1144
2023
Q2 		$391K Sell
9,543
-526
-5% -$24.3K ﹤0.01% 1197
2023
Q1 		$550K Sell
10,069
-178
-2% -$11.9K 0.01% 1104
2022
Q4 		$706K Buy
10,247
+523
+5% +$39.1K 0.01% 1066
2022
Q3 		$778K Buy
9,724
+1,518
+18% +$128K 0.01% 1060
2022
Q2 		$648K Buy
8,206
+1,173
+17% +$95.5K 0.01% 1066
2022
Q1 		$670K Buy
7,033
+367
+6% +$32.1K 0.01% 1083
2021
Q4 		$566K Buy
6,666
+161
+2% +$13.1K 0.01% 1098
2021
Q3 		$506K Sell
6,505
-534
-8% -$38.2K 0.01% 1111
2021
Q2 		$479K Buy
7,039
+754
+12% +$49.9K ﹤0.01% 1160
2021
Q1 		$385K Buy
6,285
+418
+7% +$20.8K ﹤0.01% 1190
2020
Q4 		$236K Buy
5,867
+201
+4% +$7.79K ﹤0.01% 1260
2020
Q3 		$193K Buy
5,666
+3,437
+154% +$123K ﹤0.01% 1236
2020
Q2 		$80K Buy
2,229
+234
+12% +$7.72K ﹤0.01% 1229
2020
Q1 		$58K Buy
1,995
+346
+21% +$12.1K ﹤0.01% 1251
2019
Q4 		$62K Sell
1,649
-55
-3% -$1.97K ﹤0.01% 1294
2019
Q3 		$56K Buy
1,704
+59
+4% +$1.9K ﹤0.01% 1310
2019
Q2 		$56K Buy
1,645
+330
+25% +$11K ﹤0.01% 1311
2019
Q1 		$44K Buy
1,315
+167
+15% +$5.7K ﹤0.01% 1324
2018
Q4 		$37K Buy
1,148
+278
+32% +$10K ﹤0.01% 1305
2018
Q3 		$34K Buy
870
+704
+424% +$29.8K ﹤0.01% 1337
2018
Q2 		$7K Buy
+166
New +$7.11K ﹤0.01% 1316

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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 $204B AUM 27.99% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Mutual of America Capital Management's SFBS Position: Q1 2026 in Review

Mutual of America Capital Management reduced its ServisFirst Bancshares (SFBS) stake by 4.2% in Q1 2026, selling an estimated $491K and leaving 142,862 shares worth $10.4M. The position accounts for 0.12% of the portfolio, ranked #168.

Mutual of America Capital Management first reported a position in SFBS in Q2 2018 and has held it in 32 quarters since. The position peaked at $13M in Q4 2024. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Mutual of America Capital Management held 142,862 shares of ServisFirst Bancshares worth $10.4M as of Q1 2026.
  • Mutual of America Capital Management sold 6,205 ServisFirst Bancshares shares in Q1 2026, an estimated $491K.
  • ServisFirst Bancshares made up 0.12% of Mutual of America Capital Management's portfolio in Q1 2026, its #168 holding.
  • Mutual of America Capital Management first reported a position in ServisFirst Bancshares in Q2 2018 and has held it in 32 quarters since.
  • Mutual of America Capital Management's ServisFirst Bancshares position peaked at $13M in Q4 2024.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Mutual of America Capital Management's 13F filing for Q1 2026, filed 7 May 2026.