Steward Partners Investment Advisory’s ServisFirst Bancshares SFBS Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-9	Closed	-$698	–	4370
2025 Q2	$698	Sell	9 -35	-80%	-$2.58K	﹤0.01%	3930
2025 Q1	$3.63K	Buy	44 +6	+16%	+$521	﹤0.01%	3475
2024 Q4	$3.22K	Buy	38 +12	+46%	+$1.06K	﹤0.01%	3499
2024 Q3	$2.09K	Buy	+26	New	+$1.98K	﹤0.01%	3430
2024 Q2	–	Sell	-122	Closed	-$8.1K	–	3705
2024 Q1	$8.1K	Buy	+122	New	+$7.76K	﹤0.01%	2888
2022 Q2	–	Sell	-196	Closed	-$19K	–	3359
2022 Q1	$19K	Buy	+196	New	+$17.1K	﹤0.01%	2400
2019 Q4	–	Sell	-38	Closed	-$1K	–	2727
2019 Q3	$1K	Hold	38	–	–	﹤0.01%	2551
2019 Q2	$1K	Buy	+38	New	+$1.27K	﹤0.01%	2552
2018 Q4	–	Sell	-38	Closed	-$1K	–	1915
2018 Q3	$1K	Buy	+38	New	+$1.61K	﹤0.01%	2525

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Steward Partners Investment Advisory's SFBS Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of ServisFirst Bancshares (SFBS) in Q3 2025, closing a stake of 9 shares — an estimated $698 sold.

Steward Partners Investment Advisory first reported a position in SFBS in Q3 2018 and held it in 9 quarters. The position peaked at $19K in Q1 2022. 310 funds tracked by Wall St. Rank hold SFBS as of Q3 2025.

Steward Partners Investment Advisory reported no remaining ServisFirst Bancshares position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 9 ServisFirst Bancshares shares in Q3 2025, an estimated $698.
Steward Partners Investment Advisory first reported a position in ServisFirst Bancshares in Q3 2018 and held it in 9 quarters.
Steward Partners Investment Advisory's ServisFirst Bancshares position peaked at $19K in Q1 2022.
310 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.