Raymond James Financial’s ServisFirst Bancshares SFBS Stock Holding History

Raymond James Financial’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	$17.1M	Buy	235,047 +36,653	+18%	+$2.9M	0.01%	1587
2025 Q4	$14.2M	Sell	198,394 -26,407	-12%	-$1.94M	﹤0.01%	1689
2025 Q3	$18.1M	Buy	224,801 +10,620	+5%	+$880K	0.01%	1484
2025 Q2	$16.6M	Buy	214,181 +497	+0.2%	+$36.7K	0.01%	1505
2025 Q1	$17.7M	Sell	213,684 -18,068	-8%	-$1.57M	0.01%	1404
2024 Q4	$19.6M	Buy	+231,752	New	+$20.6M	0.01%	1321

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Raymond James Financial's SFBS Position: Q1 2026 in Review

Raymond James Financial increased its ServisFirst Bancshares (SFBS) stake by 18% in Q1 2026, buying an estimated $2.9M and bringing the position to 235,047 shares worth $17.1M. The position accounts for 0.01% of the portfolio, ranked #1587.

Raymond James Financial first reported a position in SFBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.6M in Q4 2024. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

Raymond James Financial held 235,047 shares of ServisFirst Bancshares worth $17.1M as of Q1 2026.
Raymond James Financial bought 36,653 ServisFirst Bancshares shares in Q1 2026, an estimated $2.9M.
ServisFirst Bancshares made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1587 holding.
Raymond James Financial first reported a position in ServisFirst Bancshares in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's ServisFirst Bancshares position peaked at $19.6M in Q4 2024.
344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.