Sagespring Wealth Partners’s ServisFirst Bancshares SFBS Stock Holding History

Sagespring Wealth Partners’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	$299K	Sell	4,107 -219	-5%	-$17.3K	0.01%	659
2025 Q4	$311K	Buy	4,326 +11	+0.3%	+$807	0.01%	611
2025 Q3	$348K	Buy	4,315 +1	+0%	+$83	0.01%	556
2025 Q2	$334K	Sell	4,314 -66	-2%	-$4.87K	0.01%	543
2025 Q1	$362K	Buy	4,380 +89	+2%	+$7.73K	0.01%	464
2024 Q4	$364K	Buy	+4,291	New	+$381K	0.01%	423

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 $2.93B AUM 27.62% 1-Year Est. Return

Sagespring Wealth Partners's SFBS Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its ServisFirst Bancshares (SFBS) stake by 5.1% in Q1 2026, selling an estimated $17.3K and leaving 4,107 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #659.

Sagespring Wealth Partners first reported a position in SFBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $364K in Q4 2024. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

Sagespring Wealth Partners held 4,107 shares of ServisFirst Bancshares worth $299K as of Q1 2026.
Sagespring Wealth Partners sold 219 ServisFirst Bancshares shares in Q1 2026, an estimated $17.3K.
ServisFirst Bancshares made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #659 holding.
Sagespring Wealth Partners first reported a position in ServisFirst Bancshares in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's ServisFirst Bancshares position peaked at $364K in Q4 2024.
344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.