Occudo Quantitative Strategies’s ServisFirst Bancshares SFBS Stock Holding History

Occudo Quantitative Strategies’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	$766K	Sell	9,615 -9,025	-48%	-$715K	0.04%	438
2025 Q4	$1.34M	Buy	18,640 +15,450	+484%	+$1.13M	0.09%	267
2025 Q3	$257K	Sell	3,190 -11,315	-78%	-$937K	0.03%	527
2025 Q2	$1.12M	Buy	+14,505	New	+$1.07M	0.13%	215
2025 Q1	–	Sell	-2,589	Closed	-$219K	–	890
2024 Q4	$219K	Buy	+2,589	New	+$230K	0.04%	549

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 $2.66B AUM 14.89% 1-Year Est. Return

Occudo Quantitative Strategies's SFBS Position: Q1 2026 in Review

Occudo Quantitative Strategies reduced its ServisFirst Bancshares (SFBS) stake by 48% in Q1 2026, selling an estimated $715K and leaving 9,615 shares worth $766K. The position accounts for 0.04% of the portfolio, ranked #438.

Occudo Quantitative Strategies first reported a position in SFBS in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.34M in Q4 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

Occudo Quantitative Strategies held 9,615 shares of ServisFirst Bancshares worth $766K as of Q1 2026.
Occudo Quantitative Strategies sold 9,025 ServisFirst Bancshares shares in Q1 2026, an estimated $715K.
ServisFirst Bancshares made up 0.04% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #438 holding.
Occudo Quantitative Strategies first reported a position in ServisFirst Bancshares in Q4 2024 and has held it in 5 quarters since.
Occudo Quantitative Strategies's ServisFirst Bancshares position peaked at $1.34M in Q4 2025.
344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.