Rockefeller Capital Management’s ServisFirst Bancshares SFBS Stock Holding History

Rockefeller Capital 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	$37.9K	Sell	520 -2	-0.4%	-$158	﹤0.01%	3417
2025 Q4	$37.5K	Sell	522 -139	-21%	-$10.2K	﹤0.01%	3208
2025 Q3	$53.2K	Buy	+661	New	+$54.8K	﹤0.01%	2877
2023 Q1	–	Sell	-18	Closed	-$1K	–	3574
2022 Q4	$1K	Sell	18 -41	-69%	-$3.06K	﹤0.01%	3751
2022 Q3	$4K	Sell	59 -54	-48%	-$4.55K	﹤0.01%	3426
2022 Q2	$8K	Buy	113 +55	+95%	+$4.48K	﹤0.01%	3249
2022 Q1	$4K	Buy	58 +14	+32%	+$1.22K	﹤0.01%	3443
2021 Q4	$3K	Hold	44	–	–	﹤0.01%	3454
2021 Q3	$3K	Buy	+44	New	+$3.15K	﹤0.01%	3360

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

Rockefeller Capital Management's SFBS Position: Q1 2026 in Review

Rockefeller Capital Management reduced its ServisFirst Bancshares (SFBS) stake by 0.38% in Q1 2026, selling an estimated $158 and leaving 520 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3417.

Rockefeller Capital Management first reported a position in SFBS in Q3 2021 and has held it in 9 quarters since. The position peaked at $53.2K in Q3 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

Rockefeller Capital Management held 520 shares of ServisFirst Bancshares worth $37.9K as of Q1 2026.
Rockefeller Capital Management sold 2 ServisFirst Bancshares shares in Q1 2026, an estimated $158.
ServisFirst Bancshares made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3417 holding.
Rockefeller Capital Management first reported a position in ServisFirst Bancshares in Q3 2021 and has held it in 9 quarters since.
Rockefeller Capital Management's ServisFirst Bancshares position peaked at $53.2K in Q3 2025.
344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.