RS
SFBS

R Squared’s ServisFirst Bancshares SFBS Stock Holding History

R Squared’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
-6,852
Closed -$246K – 646
2025
Q4 		$246K Buy
+6,852
New +$251K 0.11% 290
2025
Q1 		– Sell
-1,620
Closed -$68.6K – 1287
2024
Q4 		$68.6K Buy
+1,620
New +$71.9K 0.07% 380

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

R Squared's SFBS Position: Q1 2026 in Review

R Squared sold out of ServisFirst Bancshares (SFBS) in Q1 2026, closing a stake of 6,852 shares — an estimated $246K sold.

R Squared first reported a position in SFBS in Q4 2024 and held it in 2 quarters. The position peaked at $246K in Q4 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • R Squared reported no remaining ServisFirst Bancshares position as of Q1 2026 after selling out during the quarter.
  • R Squared sold 6,852 ServisFirst Bancshares shares in Q1 2026, an estimated $246K.
  • R Squared first reported a position in ServisFirst Bancshares in Q4 2024 and held it in 2 quarters.
  • R Squared's ServisFirst Bancshares position peaked at $246K in Q4 2025.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.