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
Q1 		$567K Buy
7,781
+490
+7% +$38.8K ﹤0.01% 1698
2025
Q4 		$523K Sell
7,291
-2,235
-23% -$164K ﹤0.01% 1735
2025
Q3 		$767K Buy
9,526
+2,300
+32% +$191K ﹤0.01% 1560
2025
Q2 		$560K Sell
7,226
-7,890
-52% -$583K ﹤0.01% 1671
2025
Q1 		$1.25M Buy
15,116
+6,733
+80% +$585K 0.01% 1255
2024
Q4 		$710K Sell
8,383
-182
-2% -$16.2K ﹤0.01% 1555
2024
Q3 		$689K Buy
8,565
+104
+1% +$7.91K ﹤0.01% 1564
2024
Q2 		$535K Buy
8,461
+96
+1% +$5.93K ﹤0.01% 1653
2024
Q1 		$555K Buy
8,365
+688
+9% +$43.8K ﹤0.01% 1635
2023
Q4 		$512K Buy
+7,677
New +$415K ﹤0.01% 1494

Other funds holding SFBS

BlackRock
BlackRock New York $5.7T 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 $1.47T 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