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
Q1 		$844K Buy
11,589
+2,597
+29% +$206K ﹤0.01% 1270
2025
Q4 		$646K Sell
8,992
-5,619
-38% -$412K ﹤0.01% 1370
2025
Q3 		$1.18M Buy
14,611
+6,804
+87% +$564K 0.01% 1053
2025
Q2 		$605K Buy
7,807
+2,583
+49% +$191K ﹤0.01% 1283
2025
Q1 		$432K Buy
5,224
+1,830
+54% +$159K ﹤0.01% 1391
2024
Q4 		$288K Buy
3,394
+126
+4% +$11.2K ﹤0.01% 1553
2024
Q3 		$273K Buy
+3,268
New +$249K ﹤0.01% 1525
2022
Q2 		– Sell
-2,333
Closed -$222K – 1345
2022
Q1 		$222K Sell
2,333
-49
-2% -$4.28K ﹤0.01% 1036
2021
Q4 		$202K Sell
2,382
-5
-0.2% -$408 ﹤0.01% 1056
2021
Q3 		$186K Sell
2,387
-202
-8% -$14.5K ﹤0.01% 1079
2021
Q2 		$176K Buy
2,589
+1,557
+151% +$103K ﹤0.01% 1089
2021
Q1 		$63K Buy
+1,032
New +$51.3K ﹤0.01% 1338
2018
Q1 		– Sell
-22,038
Closed -$915K – 990
2017
Q4 		$915K Sell
22,038
-24,605
-53% -$1,000K 0.02% 287
2017
Q3 		$1.81M Sell
46,643
-7,021
-13% -$250K 0.04% 214
2017
Q2 		$1.98M Sell
53,664
-3,366
-6% -$123K 0.05% 217
2017
Q1 		$2.08M Buy
57,030
+8,039
+16% +$315K 0.05% 207
2016
Q4 		$1.83M Buy
48,991
+30,649
+167% +$971K 0.04% 218
2016
Q3 		$476K Sell
18,342
-8
-0% -$204 0.01% 349
2016
Q2 		$453K Buy
18,350
+14,134
+335% +$347K 0.01% 347
2016
Q1 		$93K Hold
4,216
– – ﹤0.01% 549
2015
Q4 		$100K Buy
+4,216
New +$95K ﹤0.01% 557

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

O'Shaughnessy Asset Management's SFBS Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its ServisFirst Bancshares (SFBS) stake by 29% in Q1 2026, buying an estimated $206K and bringing the position to 11,589 shares worth $844K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

O'Shaughnessy Asset Management first reported a position in SFBS in Q4 2015 and has held it in 21 quarters since. The position peaked at $2.08M in Q1 2017. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • O'Shaughnessy Asset Management held 11,589 shares of ServisFirst Bancshares worth $844K as of Q1 2026.
  • O'Shaughnessy Asset Management bought 2,597 ServisFirst Bancshares shares in Q1 2026, an estimated $206K.
  • ServisFirst Bancshares made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #1270 holding.
  • O'Shaughnessy Asset Management first reported a position in ServisFirst Bancshares in Q4 2015 and has held it in 21 quarters since.
  • O'Shaughnessy Asset Management's ServisFirst Bancshares position peaked at $2.08M in Q1 2017.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.