Pathstone Holdings
SFBS

Pathstone Holdings’s ServisFirst Bancshares SFBS Stock Holding History

Pathstone 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 		$635K Sell
14,640
-922
-6% -$36.4K ﹤0.01% 1745
2026
Q1 		$567K Buy
15,562
+980
+7% +$38.8K ﹤0.01% 1698
2025
Q4 		$523K Sell
14,582
-4,470
-23% -$164K ﹤0.01% 1735
2025
Q3 		$767K Buy
19,052
+4,600
+32% +$191K ﹤0.01% 1560
2025
Q2 		$560K Sell
14,452
-15,780
-52% -$583K ﹤0.01% 1671
2025
Q1 		$1.25M Buy
30,232
+13,466
+80% +$585K 0.01% 1255
2024
Q4 		$710K Sell
16,766
-364
-2% -$16.2K ﹤0.01% 1555
2024
Q3 		$689K Buy
17,130
+208
+1% +$7.91K ﹤0.01% 1564
2024
Q2 		$535K Buy
16,922
+192
+1% +$5.93K ﹤0.01% 1653
2024
Q1 		$555K Buy
16,730
+1,376
+9% +$43.8K ﹤0.01% 1635
2023
Q4 		$512K Buy
+15,354
New +$415K ﹤0.01% 1494

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

Pathstone Holdings's SFBS Position: Q2 2026 in Review

Pathstone Holdings reduced its ServisFirst Bancshares (SFBS) stake by 5.9% in Q2 2026, selling an estimated $36.4K and leaving 14,640 shares worth $635K. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

Pathstone Holdings first reported a position in SFBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q1 2025. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Pathstone Holdings held 14,640 shares of ServisFirst Bancshares worth $635K as of Q2 2026.
  • Pathstone Holdings sold 922 ServisFirst Bancshares shares in Q2 2026, an estimated $36.4K.
  • ServisFirst Bancshares made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1745 holding.
  • Pathstone Holdings first reported a position in ServisFirst Bancshares in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's ServisFirst Bancshares position peaked at $1.25M in Q1 2025.
  • 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

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