Optima Capital’s ServisFirst Bancshares SFBS Stock Holding History

Optima Capital’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	–	Sell	-1	Closed	-$72	–	1090
2025 Q4	$72	Buy	+1	New	+$73	﹤0.01%	1381

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 $2.93B AUM 27.62% 1-Year Est. Return

Optima Capital's SFBS Position: Q1 2026 in Review

Optima Capital sold out of ServisFirst Bancshares (SFBS) in Q1 2026, closing a stake of 1 share — an estimated $72 sold.

Optima Capital first reported a position in SFBS in Q4 2025 and held it in 1 quarter. The position peaked at $72 in Q4 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

Optima Capital reported no remaining ServisFirst Bancshares position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 1 ServisFirst Bancshares share in Q1 2026, an estimated $72.
Optima Capital first reported a position in ServisFirst Bancshares in Q4 2025 and held it in 1 quarter.
Optima Capital's ServisFirst Bancshares position peaked at $72 in Q4 2025.
344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.