Osaic Holdings
SFBS

Osaic Holdings’s ServisFirst Bancshares SFBS Stock Holding History

Osaic Holdings’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 		$1.08M Buy
24,964
+832
+3% +$32.8K ﹤0.01% 2931
2026
Q1 		$879K Buy
24,132
+98
+0.4% +$3.88K ﹤0.01% 2833
2025
Q4 		$863K Buy
24,034
+178
+0.7% +$6.53K ﹤0.01% 2841
2025
Q3 		$1.01M Sell
23,856
-7,742
-25% -$321K ﹤0.01% 2784
2025
Q2 		$1.22M Buy
31,598
+18,438
+140% +$681K ﹤0.01% 2345
2025
Q1 		$544K Sell
13,160
-3,144
-19% -$137K ﹤0.01% 2786
2024
Q4 		$691K Buy
16,304
+16,042
+6,123% +$712K ﹤0.01% 2496
2024
Q3 		$10.5K Sell
262
-8
-3% -$304 ﹤0.01% 5786
2024
Q2 		$8.53K Sell
270
-16,096
-98% -$497K ﹤0.01% 5884
2024
Q1 		$543K Sell
16,366
-4,010
-20% -$128K ﹤0.01% 2868
2023
Q4 		$679K Sell
20,376
-37,252
-65% -$1.01M ﹤0.01% 2892
2023
Q3 		$1.5M Buy
57,628
+5,266
+10% +$139K ﹤0.01% 2255
2023
Q2 		$1.07M Sell
52,362
-3,818
-7% -$88.2K ﹤0.01% 2456
2023
Q1 		$1.53M Buy
56,180
+30,684
+120% +$1.03M ﹤0.01% 2060
2022
Q4 		$879K Buy
25,496
+20,754
+438% +$775K ﹤0.01% 2489
2022
Q3 		$189K Buy
4,742
+320
+7% +$13.5K ﹤0.01% 3798
2022
Q2 		$175K Sell
4,422
-492
-10% -$20K ﹤0.01% 3929
2022
Q1 		$253K Buy
4,914
+2,576
+110% +$112K ﹤0.01% 3824
2021
Q4 		$99K Buy
2,338
+534
+30% +$21.8K ﹤0.01% 4611
2021
Q3 		$71K Sell
1,804
-272
-13% -$9.73K ﹤0.01% 4827
2021
Q2 		$70K Sell
2,076
-49,180
-96% -$1.63M ﹤0.01% 4786
2021
Q1 		$1.57M Buy
51,256
+47,216
+1,169% +$1.17M ﹤0.01% 1833
2020
Q4 		$82K Buy
4,040
+46
+1% +$892 ﹤0.01% 4199
2020
Q3 		$70K Sell
3,994
-69,386
-95% -$1.25M ﹤0.01% 4075
2020
Q2 		$1.31M Sell
73,380
-3,210
-4% -$53K ﹤0.01% 1539
2020
Q1 		$1.12M Buy
+76,590
New +$1.34M ﹤0.01% 1459

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Osaic Holdings's SFBS Position: Q2 2026 in Review

Osaic Holdings increased its ServisFirst Bancshares (SFBS) stake by 3.4% in Q2 2026, buying an estimated $32.8K and bringing the position to 24,964 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2931.

Osaic Holdings first reported a position in SFBS in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.57M in Q1 2021. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Osaic Holdings held 24,964 shares of ServisFirst Bancshares worth $1.08M as of Q2 2026.
  • Osaic Holdings bought 832 ServisFirst Bancshares shares in Q2 2026, an estimated $32.8K.
  • ServisFirst Bancshares made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2931 holding.
  • Osaic Holdings first reported a position in ServisFirst Bancshares in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's ServisFirst Bancshares position peaked at $1.57M in Q1 2021.
  • 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.