OSAM
SFBS

O'Shaughnessy Asset Management’s ServisFirst Bancshares SFBS Stock Holding History

O'Shaughnessy Asset Management’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 		$1.29M Buy
29,834
+6,656
+29% +$263K 0.01% 1121
2026
Q1 		$844K Buy
23,178
+5,194
+29% +$206K ﹤0.01% 1270
2025
Q4 		$646K Sell
17,984
-11,238
-38% -$412K ﹤0.01% 1370
2025
Q3 		$1.18M Buy
29,222
+13,608
+87% +$564K 0.01% 1053
2025
Q2 		$605K Buy
15,614
+5,166
+49% +$191K ﹤0.01% 1283
2025
Q1 		$432K Buy
10,448
+3,660
+54% +$159K ﹤0.01% 1391
2024
Q4 		$288K Buy
6,788
+252
+4% +$11.2K ﹤0.01% 1553
2024
Q3 		$273K Buy
+6,536
New +$249K ﹤0.01% 1525
2022
Q2 		– Sell
-4,666
Closed -$222K – 1345
2022
Q1 		$222K Sell
4,666
-98
-2% -$4.28K ﹤0.01% 1036
2021
Q4 		$202K Sell
4,764
-10
-0.2% -$408 ﹤0.01% 1056
2021
Q3 		$186K Sell
4,774
-404
-8% -$14.5K ﹤0.01% 1079
2021
Q2 		$176K Buy
5,178
+3,114
+151% +$103K ﹤0.01% 1089
2021
Q1 		$63K Buy
+2,064
New +$51.3K ﹤0.01% 1338
2018
Q1 		– Sell
-44,076
Closed -$915K – 990
2017
Q4 		$915K Sell
44,076
-49,210
-53% -$1,000K 0.02% 287
2017
Q3 		$1.81M Sell
93,286
-14,042
-13% -$250K 0.04% 214
2017
Q2 		$1.98M Sell
107,328
-6,732
-6% -$123K 0.05% 217
2017
Q1 		$2.08M Buy
114,060
+16,078
+16% +$315K 0.05% 207
2016
Q4 		$1.83M Buy
97,982
+61,298
+167% +$971K 0.04% 218
2016
Q3 		$476K Sell
36,684
-16
-0% -$204 0.01% 349
2016
Q2 		$453K Buy
36,700
+28,268
+335% +$347K 0.01% 347
2016
Q1 		$93K Hold
8,432
– – ﹤0.01% 549
2015
Q4 		$100K Buy
+8,432
New +$95K ﹤0.01% 557

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 $3.38T AUM 44.17% 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

O'Shaughnessy Asset Management's SFBS Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its ServisFirst Bancshares (SFBS) stake by 29% in Q2 2026, buying an estimated $263K and bringing the position to 29,834 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #1121.

O'Shaughnessy Asset Management first reported a position in SFBS in Q4 2015 and has held it in 22 quarters since. The position peaked at $2.08M in Q1 2017. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • O'Shaughnessy Asset Management held 29,834 shares of ServisFirst Bancshares worth $1.29M as of Q2 2026.
  • O'Shaughnessy Asset Management bought 6,656 ServisFirst Bancshares shares in Q2 2026, an estimated $263K.
  • ServisFirst Bancshares made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1121 holding.
  • O'Shaughnessy Asset Management first reported a position in ServisFirst Bancshares in Q4 2015 and has held it in 22 quarters since.
  • O'Shaughnessy Asset Management's ServisFirst Bancshares position peaked at $2.08M in Q1 2017.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.