PWG
SFBS

Portside Wealth Group’s ServisFirst Bancshares SFBS Stock Holding History

Portside Wealth Group’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 		– Sell
-9,618
Closed -$345K – 517
2025
Q4 		$345K Sell
9,618
-7,326
-43% -$269K 0.05% 330
2025
Q3 		$682K Sell
16,944
-7,586
-31% -$314K 0.09% 212
2025
Q2 		$951K Sell
24,530
-1,594
-6% -$58.9K 0.14% 155
2025
Q1 		$1.08M Sell
26,124
-988
-4% -$42.9K 0.18% 130
2024
Q4 		$1.15M Sell
27,112
-1,196
-4% -$53.1K 0.19% 119
2024
Q3 		$1.14M Sell
28,308
-662
-2% -$25.2K 0.19% 121
2024
Q2 		$915K Sell
28,970
-1,160
-4% -$35.8K 0.17% 131
2024
Q1 		$1,000K Buy
30,130
+1,038
+4% +$33K 0.18% 127
2023
Q4 		$969K Buy
29,092
+1,412
+5% +$38.2K 0.18% 129
2023
Q3 		$725K Sell
27,680
-680
-2% -$18K 0.14% 153
2023
Q2 		$580K Buy
+28,360
New +$655K 0.11% 181

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
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

Portside Wealth Group's SFBS Position: Q1 2026 in Review

Portside Wealth Group sold out of ServisFirst Bancshares (SFBS) in Q1 2026, closing a stake of 9,618 shares — an estimated $345K sold.

Portside Wealth Group first reported a position in SFBS in Q2 2023 and held it in 11 quarters. The position peaked at $1.15M in Q4 2024. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Portside Wealth Group reported no remaining ServisFirst Bancshares position as of Q1 2026 after selling out during the quarter.
  • Portside Wealth Group sold 9,618 ServisFirst Bancshares shares in Q1 2026, an estimated $345K.
  • Portside Wealth Group first reported a position in ServisFirst Bancshares in Q2 2023 and held it in 11 quarters.
  • Portside Wealth Group's ServisFirst Bancshares position peaked at $1.15M in Q4 2024.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Portside Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.