Smartleaf Asset Management’s ServisFirst Bancshares SFBS Stock Holding History

Smartleaf Asset 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	$43.9K	Sell	609 -647	-52%	-$51.2K	﹤0.01%	1524
2025 Q4	$91K	Buy	1,256 +8	+0.6%	+$587	﹤0.01%	1246
2025 Q3	$102K	Buy	1,248 +223	+22%	+$18.5K	0.01%	1056
2025 Q2	$81K	Sell	1,025 -109	-10%	-$8.05K	0.01%	948
2025 Q1	$92.9K	Sell	1,134 -55	-5%	-$4.78K	0.01%	864
2024 Q4	$102K	Buy	1,189 +747	+169%	+$66.3K	0.01%	837
2024 Q3	$35K	Buy	442 +172	+64%	+$13.1K	﹤0.01%	1052
2024 Q2	$16.4K	Buy	+270	New	+$16.7K	﹤0.01%	1131

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

Smartleaf Asset Management's SFBS Position: Q1 2026 in Review

Smartleaf Asset Management reduced its ServisFirst Bancshares (SFBS) stake by 52% in Q1 2026, selling an estimated $51.2K and leaving 609 shares worth $43.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Smartleaf Asset Management first reported a position in SFBS in Q2 2024 and has held it in 8 quarters since. The position peaked at $102K in Q3 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

Smartleaf Asset Management held 609 shares of ServisFirst Bancshares worth $43.9K as of Q1 2026.
Smartleaf Asset Management sold 647 ServisFirst Bancshares shares in Q1 2026, an estimated $51.2K.
ServisFirst Bancshares made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1524 holding.
Smartleaf Asset Management first reported a position in ServisFirst Bancshares in Q2 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's ServisFirst Bancshares position peaked at $102K in Q3 2025.
344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.