RA
SFBS

Rise Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Rise 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
2025
Q2 		– Sell
-12
Closed -$991 – 1633
2025
Q1 		$991 Buy
+12
New +$1.04K ﹤0.01% 1262

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Rise Advisors's SFBS Position: Q2 2025 in Review

Rise Advisors sold out of ServisFirst Bancshares (SFBS) in Q2 2025, closing a stake of 12 shares — an estimated $991 sold.

Rise Advisors first reported a position in SFBS in Q1 2025 and held it in 1 quarter. The position peaked at $991 in Q1 2025. 308 funds tracked by Wall St. Rank hold SFBS as of Q2 2025.

  • Rise Advisors reported no remaining ServisFirst Bancshares position as of Q2 2025 after selling out during the quarter.
  • Rise Advisors sold 12 ServisFirst Bancshares shares in Q2 2025, an estimated $991.
  • Rise Advisors first reported a position in ServisFirst Bancshares in Q1 2025 and held it in 1 quarter.
  • Rise Advisors's ServisFirst Bancshares position peaked at $991 in Q1 2025.
  • 308 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.