SFA
SFBS

Sequoia Financial Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Sequoia Financial 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
2026
Q1 		– Sell
-7,074
Closed -$254K – 2050
2025
Q4 		$254K Buy
+7,074
New +$260K ﹤0.01% 1663

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Sequoia Financial Advisors's SFBS Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of ServisFirst Bancshares (SFBS) in Q1 2026, closing a stake of 7,074 shares — an estimated $254K sold.

Sequoia Financial Advisors first reported a position in SFBS in Q4 2025 and held it in 1 quarter. The position peaked at $254K in Q4 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining ServisFirst Bancshares position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 7,074 ServisFirst Bancshares shares in Q1 2026, an estimated $254K.
  • Sequoia Financial Advisors first reported a position in ServisFirst Bancshares in Q4 2025 and held it in 1 quarter.
  • Sequoia Financial Advisors's ServisFirst Bancshares position peaked at $254K in Q4 2025.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.