Northwestern Mutual Wealth Management
SFBS

Northwestern Mutual Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Northwestern Mutual Wealth 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 		$101K Sell
1,388
-701
-34% -$55.5K ﹤0.01% 2170
2025
Q4 		$150K Sell
2,089
-26
-1% -$1.91K ﹤0.01% 1979
2025
Q3 		$170K Buy
2,115
+21
+1% +$1.74K ﹤0.01% 1864
2025
Q2 		$162K Buy
2,094
+125
+6% +$9.23K ﹤0.01% 1823
2025
Q1 		$163K Buy
1,969
+5
+0.3% +$434 ﹤0.01% 1753
2024
Q4 		$166K Sell
1,964
-5,340
-73% -$474K ﹤0.01% 1731
2024
Q3 		$588K Buy
7,304
+12
+0.2% +$913 ﹤0.01% 1251
2024
Q2 		$461K Buy
7,292
+540
+8% +$33.3K ﹤0.01% 1279
2024
Q1 		$448K Buy
6,752
+15
+0.2% +$954 ﹤0.01% 1281
2023
Q4 		$449K Buy
6,737
+4,223
+168% +$228K ﹤0.01% 1249
2023
Q3 		$131K Buy
2,514
+17
+0.7% +$899 ﹤0.01% 1606
2023
Q2 		$102K Sell
2,497
-6,711
-73% -$310K ﹤0.01% 1706
2023
Q1 		$503K Buy
9,208
+4,986
+118% +$334K ﹤0.01% 1130
2022
Q4 		$291K Buy
4,222
+30
+0.7% +$2.24K ﹤0.01% 1293
2022
Q3 		$335K Buy
4,192
+7
+0.2% +$590 ﹤0.01% 1208
2022
Q2 		$330K Buy
4,185
+7
+0.2% +$570 ﹤0.01% 1219
2022
Q1 		$398K Buy
4,178
+1,731
+71% +$151K ﹤0.01% 1163
2021
Q4 		$208K Buy
2,447
+6
+0.2% +$489 ﹤0.01% 1420
2021
Q3 		$190K Buy
2,441
+8
+0.3% +$573 ﹤0.01% 1365
2021
Q2 		$165K Sell
2,433
-332
-12% -$22K ﹤0.01% 1390
2021
Q1 		$170K Sell
2,765
-769
-22% -$38.2K ﹤0.01% 1293
2020
Q4 		$142K Buy
3,534
+11
+0.3% +$426 ﹤0.01% 1272
2020
Q3 		$120K Buy
3,523
+13
+0.4% +$467 ﹤0.01% 1207
2020
Q2 		$126K Buy
3,510
+14
+0.4% +$462 ﹤0.01% 1135
2020
Q1 		$102K Sell
3,496
-502
-13% -$17.6K ﹤0.01% 1107
2019
Q4 		$151K Buy
3,998
+11
+0.3% +$393 ﹤0.01% 1063
2019
Q3 		$132K Buy
3,987
+11
+0.3% +$355 ﹤0.01% 1041
2019
Q2 		$136K Buy
3,976
+10
+0.3% +$334 ﹤0.01% 1009
2019
Q1 		$134K Buy
3,966
+10
+0.3% +$341 ﹤0.01% 986
2018
Q4 		$126K Buy
3,956
+276
+8% +$9.93K ﹤0.01% 928
2018
Q3 		$144K Buy
3,680
+6
+0.2% +$254 ﹤0.01% 922
2018
Q2 		$153K Buy
3,674
+3,430
+1,406% +$147K ﹤0.01% 850
2018
Q1 		$10K Hold
244
– – ﹤0.01% 1761
2017
Q4 		$10K Buy
+244
New +$9.91K ﹤0.01% 1767
2017
Q3 		– Sell
-330
Closed -$12K – 2252
2017
Q2 		$12K Hold
330
– – ﹤0.01% 1551
2017
Q1 		$12K Buy
+330
New +$12.9K ﹤0.01% 1493

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 $187B AUM 18.48% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Northwestern Mutual Wealth Management's SFBS Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its ServisFirst Bancshares (SFBS) stake by 34% in Q1 2026, selling an estimated $55.5K and leaving 1,388 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

Northwestern Mutual Wealth Management first reported a position in SFBS in Q1 2017 and has held it in 36 quarters since. The position peaked at $588K in Q3 2024. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Northwestern Mutual Wealth Management held 1,388 shares of ServisFirst Bancshares worth $101K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 701 ServisFirst Bancshares shares in Q1 2026, an estimated $55.5K.
  • ServisFirst Bancshares made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2170 holding.
  • Northwestern Mutual Wealth Management first reported a position in ServisFirst Bancshares in Q1 2017 and has held it in 36 quarters since.
  • Northwestern Mutual Wealth Management's ServisFirst Bancshares position peaked at $588K in Q3 2024.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.