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 Q2	$877K	Buy	20,220 +990	+5%	+$39.1K	0.05%	405
2026 Q1	$766K	Sell	19,230 -18,050	-48%	-$715K	0.04%	438
2025 Q4	$1.34M	Buy	37,280 +30,900	+484%	+$1.13M	0.09%	267
2025 Q3	$257K	Sell	6,380 -22,630	-78%	-$937K	0.03%	527
2025 Q2	$1.12M	Buy	+29,010	New	+$1.07M	0.13%	215
2025 Q1	–	Sell	-5,178	Closed	-$219K	–	890
2024 Q4	$219K	Buy	+5,178	New	+$230K	0.04%	549

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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

Occudo Quantitative Strategies's SFBS Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its ServisFirst Bancshares (SFBS) stake by 5.1% in Q2 2026, buying an estimated $39.1K and bringing the position to 20,220 shares worth $877K. The position accounts for 0.05% of the portfolio, ranked #405.

Occudo Quantitative Strategies first reported a position in SFBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.34M in Q4 2025. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Occudo Quantitative Strategies held 20,220 shares of ServisFirst Bancshares worth $877K as of Q2 2026.
Occudo Quantitative Strategies bought 990 ServisFirst Bancshares shares in Q2 2026, an estimated $39.1K.
ServisFirst Bancshares made up 0.05% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #405 holding.
Occudo Quantitative Strategies first reported a position in ServisFirst Bancshares in Q4 2024 and has held it in 6 quarters since.
Occudo Quantitative Strategies's ServisFirst Bancshares position peaked at $1.34M in Q4 2025.
357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.