Ohio Public Employees Retirement System (OPERS)

Ohio Public Employees Retirement System (OPERS)’s ServisFirst Bancshares SFBS Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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	$25.8K	Buy	354 +26	+8%	+$2.06K	﹤0.01%	2137
2025 Q4	$23.5K	Buy	328 +29	+10%	+$2.13K	﹤0.01%	2165
2025 Q3	$24.1K	Buy	299 +15	+5%	+$1.24K	﹤0.01%	2149
2025 Q2	$22K	Buy	284 +17	+6%	+$1.25K	﹤0.01%	2165
2025 Q1	$22.1K	Buy	+267	New	+$23.2K	﹤0.01%	2149
2022 Q1	–	Sell	-770	Closed	-$65K	–	2049
2021 Q4	$65K	Buy	770 +194	+34%	+$15.8K	﹤0.01%	1849
2021 Q3	$45K	Buy	576 +205	+55%	+$14.7K	﹤0.01%	1915
2021 Q2	$25K	Buy	371 +185	+99%	+$12.2K	﹤0.01%	1927
2021 Q1	$11K	Buy	+186	New	+$9.24K	﹤0.01%	1939

Other funds holding SFBS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

Principal Financial Group

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