QA
SFBS

Quattro Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Quattro Advisors’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
-92
Closed -$3.33K – 430
2025
Q4 		$3.33K Buy
+92
New +$3.38K ﹤0.01% 345

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

Quattro Advisors's SFBS Position: Q1 2026 in Review

Quattro Advisors sold out of ServisFirst Bancshares (SFBS) in Q1 2026, closing a stake of 92 shares — an estimated $3.33K sold.

Quattro Advisors first reported a position in SFBS in Q4 2025 and held it in 1 quarter. The position peaked at $3.33K in Q4 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Quattro Advisors reported no remaining ServisFirst Bancshares position as of Q1 2026 after selling out during the quarter.
  • Quattro Advisors sold 92 ServisFirst Bancshares shares in Q1 2026, an estimated $3.33K.
  • Quattro Advisors first reported a position in ServisFirst Bancshares in Q4 2025 and held it in 1 quarter.
  • Quattro Advisors's ServisFirst Bancshares position peaked at $3.33K in Q4 2025.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Quattro Advisors's 13F filing for Q1 2026, filed 15 May 2026.