Shaker Investments’s ServisFirst Bancshares SFBS Stock Holding History

Shaker Investments’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	-16,744	Closed	-$692K	–	113
2025 Q1	$692K	Buy	+16,744	New	+$727K	0.33%	60
2023 Q1	–	Sell	-18,316	Closed	-$631K	–	90
2022 Q4	$631K	Hold	18,316	–	–	0.39%	63
2022 Q3	$733K	Buy	18,316 +60	+0.3%	+$2.53K	0.49%	55
2022 Q2	$720K	Buy	18,256 +32	+0.2%	+$1.3K	0.46%	63
2022 Q1	$868K	Buy	18,224 +24	+0.1%	+$1.05K	0.44%	64
2021 Q4	$773K	Buy	18,200 +88	+0.5%	+$3.59K	0.33%	68
2021 Q3	$705K	Buy	18,112 +72	+0.4%	+$2.58K	0.31%	71
2021 Q2	$613K	Buy	18,040 +24	+0.1%	+$794	0.28%	69
2021 Q1	$552K	Buy	18,016 +68	+0.4%	+$1.69K	0.27%	71
2020 Q4	$362K	Buy	17,948 +198	+1%	+$3.84K	0.18%	76
2020 Q3	$302K	Hold	17,750	–	–	0.15%	77
2020 Q2	$317K	Buy	+17,750	New	+$293K	0.18%	73

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Shaker Investments's SFBS Position: Q2 2025 in Review

Shaker Investments sold out of ServisFirst Bancshares (SFBS) in Q2 2025, closing a stake of 16,744 shares — an estimated $692K sold.

Shaker Investments first reported a position in SFBS in Q2 2020 and held it in 12 quarters. The position peaked at $868K in Q1 2022. 308 funds tracked by Wall St. Rank hold SFBS as of Q2 2025.

Shaker Investments reported no remaining ServisFirst Bancshares position as of Q2 2025 after selling out during the quarter.
Shaker Investments sold 16,744 ServisFirst Bancshares shares in Q2 2025, an estimated $692K.
Shaker Investments first reported a position in ServisFirst Bancshares in Q2 2020 and held it in 12 quarters.
Shaker Investments's ServisFirst Bancshares position peaked at $868K in Q1 2022.
308 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2025.

Based on Shaker Investments's 13F filing for Q2 2025, filed 31 Jul 2025.