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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
9,478
-272
-3% -$11.8K ﹤0.01% 1513
2024
Q4 		$413K Sell
9,750
-1,388
-12% -$61.6K ﹤0.01% 1416
2024
Q3 		$448K Buy
11,138
+256
+2% +$9.74K ﹤0.01% 1375
2024
Q2 		$344K Buy
10,882
+752
+7% +$23.2K ﹤0.01% 1413
2024
Q1 		$336K Sell
10,130
-202
-2% -$6.43K ﹤0.01% 1416
2023
Q4 		$335K Sell
10,332
-506
-5% -$13.7K ﹤0.01% 1365
2023
Q3 		$283K Sell
10,838
-840
-7% -$22.2K ﹤0.01% 1411
2023
Q2 		$239K Buy
11,678
+220
+2% +$5.08K ﹤0.01% 1498
2023
Q1 		$313K Buy
+11,458
New +$384K ﹤0.01% 1332

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WG
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 9,478 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 9,478 shares of ServisFirst Bancshares worth $391K as of Q1 2025.
  • Orion Portfolio Solutions sold 272 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.