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SFBS

NewEdge Advisors’s ServisFirst Bancshares SFBS Stock Holding History

NewEdge Advisors’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 		$8.79M Sell
120,700
-798,805
-87% -$63.3M 0.03% 485
2025
Q4 		$66M Buy
919,505
+919,206
+307,427% +$67.4M 0.24% 80
2025
Q3 		$24.1K Hold
299
– – ﹤0.01% 3064
2025
Q2 		$23.2K Hold
299
– – ﹤0.01% 2903
2025
Q1 		$24.7K Hold
299
– – ﹤0.01% 2791
2024
Q4 		$25.3K Hold
299
– – ﹤0.01% 2740
2024
Q3 		$24.1K Hold
299
– – ﹤0.01% 2667
2024
Q2 		$18.9K Hold
299
– – ﹤0.01% 2647
2024
Q1 		$19.8K Sell
299
-299
-50% -$19K ﹤0.01% 2628
2023
Q4 		$39.8K Hold
598
– – ﹤0.01% 2300
2023
Q3 		$31.2K Hold
598
– – ﹤0.01% 2242
2023
Q2 		$24.5K Buy
+598
New +$27.6K ﹤0.01% 2321
2023
Q1 		– Sell
-18
Closed -$1 – 4032
2022
Q4 		$1 Buy
+18
New +$1.34K ﹤0.01% 4036

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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

NewEdge Advisors's SFBS Position: Q1 2026 in Review

NewEdge Advisors reduced its ServisFirst Bancshares (SFBS) stake by 87% in Q1 2026, selling an estimated $63.3M and leaving 120,700 shares worth $8.79M. The position accounts for 0.03% of the portfolio, ranked #485.

NewEdge Advisors first reported a position in SFBS in Q4 2022 and has held it in 13 quarters since. The position peaked at $66M in Q4 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • NewEdge Advisors held 120,700 shares of ServisFirst Bancshares worth $8.79M as of Q1 2026.
  • NewEdge Advisors sold 798,805 ServisFirst Bancshares shares in Q1 2026, an estimated $63.3M.
  • ServisFirst Bancshares made up 0.03% of NewEdge Advisors's portfolio in Q1 2026, its #485 holding.
  • NewEdge Advisors first reported a position in ServisFirst Bancshares in Q4 2022 and has held it in 13 quarters since.
  • NewEdge Advisors's ServisFirst Bancshares position peaked at $66M in Q4 2025.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.