Rafferty Asset Management
SFBS

Rafferty Asset Management’s ServisFirst Bancshares SFBS Stock Holding History

Rafferty Asset Management’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 		$2.49M Sell
34,245
-2,691
-7% -$213K 0.01% 560
2025
Q4 		$2.65M Sell
36,936
-1,789
-5% -$131K 0.01% 596
2025
Q3 		$3.12M Buy
38,725
+2,965
+8% +$246K 0.01% 540
2025
Q2 		$2.77M Buy
35,760
+303
+0.9% +$22.4K 0.01% 530
2025
Q1 		$2.93M Sell
35,457
-4,981
-12% -$433K 0.01% 485
2024
Q4 		$3.43M Buy
40,438
+2,911
+8% +$258K 0.01% 494
2024
Q3 		$3.02M Sell
37,527
-14,762
-28% -$1.12M 0.01% 536
2024
Q2 		$3.3M Buy
52,289
+9,648
+23% +$596K 0.01% 508
2024
Q1 		$2.83M Sell
42,641
-5,829
-12% -$371K 0.01% 599
2023
Q4 		$3.23M Buy
48,470
+17,834
+58% +$964K 0.01% 538
2023
Q3 		$1.6M Sell
30,636
-23,810
-44% -$1.26M 0.01% 679
2023
Q2 		$2.23M Buy
54,446
+28,866
+113% +$1.33M 0.01% 615
2023
Q1 		$1.4M Buy
25,580
+17,519
+217% +$1.17M 0.01% 713
2022
Q4 		$555K Sell
8,061
-136
-2% -$10.2K ﹤0.01% 879
2022
Q3 		$656K Sell
8,197
-4,749
-37% -$401K 0.01% 794
2022
Q2 		$1.02M Sell
12,946
-4,247
-25% -$346K 0.01% 634
2022
Q1 		$1.64M Buy
17,193
+2,338
+16% +$204K 0.01% 672
2021
Q4 		$1.26M Sell
14,855
-1,494
-9% -$122K 0.01% 789
2021
Q3 		$1.27M Sell
16,349
-14,221
-47% -$1.02M 0.01% 754
2021
Q2 		$2.08M Buy
30,570
+12,278
+67% +$812K 0.01% 678
2021
Q1 		$1.12M Buy
18,292
+12,041
+193% +$598K 0.01% 746
2020
Q4 		$252K Sell
6,251
-1,791
-22% -$69.4K ﹤0.01% 906
2020
Q3 		$274K Sell
8,042
-349
-4% -$12.5K ﹤0.01% 842
2020
Q2 		$300K Buy
+8,391
New +$277K ﹤0.01% 828
2017
Q2 		– Sell
-21,181
Closed -$771K – 591
2017
Q1 		$771K Buy
+21,181
New +$831K 0.02% 428

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Rafferty Asset Management's SFBS Position: Q1 2026 in Review

Rafferty Asset Management reduced its ServisFirst Bancshares (SFBS) stake by 7.3% in Q1 2026, selling an estimated $213K and leaving 34,245 shares worth $2.49M. The position accounts for 0.01% of the portfolio, ranked #560.

Rafferty Asset Management first reported a position in SFBS in Q1 2017 and has held it in 25 quarters since. The position peaked at $3.43M in Q4 2024. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Rafferty Asset Management held 34,245 shares of ServisFirst Bancshares worth $2.49M as of Q1 2026.
  • Rafferty Asset Management sold 2,691 ServisFirst Bancshares shares in Q1 2026, an estimated $213K.
  • ServisFirst Bancshares made up 0.01% of Rafferty Asset Management's portfolio in Q1 2026, its #560 holding.
  • Rafferty Asset Management first reported a position in ServisFirst Bancshares in Q1 2017 and has held it in 25 quarters since.
  • Rafferty Asset Management's ServisFirst Bancshares position peaked at $3.43M in Q4 2024.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Rafferty Asset Management's 13F filing for Q1 2026, filed 15 May 2026.