Orion Portfolio Solutions’s ServisFirst Bancshares SFBS Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$391K	Sell	4,739 -136	-3%	-$11.8K	﹤0.01%	1513
2024 Q4	$413K	Sell	4,875 -694	-12%	-$61.6K	﹤0.01%	1416
2024 Q3	$448K	Buy	5,569 +128	+2%	+$9.74K	﹤0.01%	1375
2024 Q2	$344K	Buy	5,441 +376	+7%	+$23.2K	﹤0.01%	1413
2024 Q1	$336K	Sell	5,065 -101	-2%	-$6.43K	﹤0.01%	1416
2023 Q4	$335K	Sell	5,166 -253	-5%	-$13.7K	﹤0.01%	1365
2023 Q3	$283K	Sell	5,419 -420	-7%	-$22.2K	﹤0.01%	1411
2023 Q2	$239K	Buy	5,839 +110	+2%	+$5.08K	﹤0.01%	1498
2023 Q1	$313K	Buy	+5,729	New	+$384K	﹤0.01%	1332

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Orion Portfolio Solutions's SFBS Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its ServisFirst Bancshares (SFBS) stake by 2.8% in Q1 2025, selling an estimated $11.8K and leaving 4,739 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Orion Portfolio Solutions first reported a position in SFBS in Q1 2023 and has held it in 9 quarters since. The position peaked at $448K in Q3 2024. 304 funds tracked by Wall St. Rank hold SFBS as of Q1 2025.

Orion Portfolio Solutions held 4,739 shares of ServisFirst Bancshares worth $391K as of Q1 2025.
Orion Portfolio Solutions sold 136 ServisFirst Bancshares shares in Q1 2025, an estimated $11.8K.
ServisFirst Bancshares made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1513 holding.
Orion Portfolio Solutions first reported a position in ServisFirst Bancshares in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's ServisFirst Bancshares position peaked at $448K in Q3 2024.
304 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.