SHM
SFBS

Sagard Holdings Management’s ServisFirst Bancshares SFBS Stock Holding History

Sagard Holdings 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
2025
Q3 		$1.93K Hold
24
– – 0.01% 101
2025
Q2 		$1.86K Buy
+24
New +$1.77K 0.01% 106

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Sagard Holdings Management's SFBS Position: Q3 2025 in Review

Sagard Holdings Management held its ServisFirst Bancshares (SFBS) position steady in Q3 2025 at 24 shares worth $1.93K. The position accounts for 0.01% of the portfolio, ranked #101.

Sagard Holdings Management first reported a position in SFBS in Q2 2025 and has held it in 2 quarters since. 310 funds tracked by Wall St. Rank hold SFBS as of Q3 2025.

  • Sagard Holdings Management held 24 shares of ServisFirst Bancshares worth $1.93K as of Q3 2025.
  • Sagard Holdings Management left its ServisFirst Bancshares share count unchanged in Q3 2025.
  • ServisFirst Bancshares made up 0.01% of Sagard Holdings Management's portfolio in Q3 2025, its #101 holding.
  • Sagard Holdings Management first reported a position in ServisFirst Bancshares in Q2 2025 and has held it in 2 quarters since.
  • 310 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.