PS
SFBS

Principal Securities’s ServisFirst Bancshares SFBS Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-121
Closed -$9.74K – 3145
2025
Q3 		$9.74K Buy
121
+8
+7% +$663 ﹤0.01% 2732
2025
Q2 		$8.76K Hold
113
– – ﹤0.01% 2660
2025
Q1 		$9.58K Hold
113
– – ﹤0.01% 2543
2024
Q4 		$9.58K Buy
113
+3
+3% +$266 ﹤0.01% 2538
2024
Q3 		$8.85K Buy
110
+6
+6% +$457 ﹤0.01% 2488
2024
Q2 		$6.57K Buy
104
+62
+148% +$3.83K ﹤0.01% 2546
2024
Q1 		$2.79K Buy
42
+2
+5% +$127 ﹤0.01% 2776
2023
Q4 		$2.67K Buy
+40
New +$2.16K ﹤0.01% 2735

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

Principal Securities's SFBS Position: Q4 2025 in Review

Principal Securities sold out of ServisFirst Bancshares (SFBS) in Q4 2025, closing a stake of 121 shares — an estimated $9.74K sold.

Principal Securities first reported a position in SFBS in Q4 2023 and held it in 8 quarters. The position peaked at $9.74K in Q3 2025. 323 funds tracked by Wall St. Rank hold SFBS as of Q4 2025.

  • Principal Securities reported no remaining ServisFirst Bancshares position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 121 ServisFirst Bancshares shares in Q4 2025, an estimated $9.74K.
  • Principal Securities first reported a position in ServisFirst Bancshares in Q4 2023 and held it in 8 quarters.
  • Principal Securities's ServisFirst Bancshares position peaked at $9.74K in Q3 2025.
  • 323 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.