SHIM
SFBS

Stone House Investment Management’s ServisFirst Bancshares SFBS Stock Holding History

Stone House Investment 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 		$1.09K Buy
15
+7
+88% +$554 ﹤0.01% 682
2025
Q4 		$574 Buy
+8
New +$587 ﹤0.01% 712

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Stone House Investment Management's SFBS Position: Q1 2026 in Review

Stone House Investment Management increased its ServisFirst Bancshares (SFBS) stake by 88% in Q1 2026, buying an estimated $554 and bringing the position to 15 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Stone House Investment Management first reported a position in SFBS in Q4 2025 and has held it in 2 quarters since. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Stone House Investment Management held 15 shares of ServisFirst Bancshares worth $1.09K as of Q1 2026.
  • Stone House Investment Management bought 7 ServisFirst Bancshares shares in Q1 2026, an estimated $554.
  • ServisFirst Bancshares made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #682 holding.
  • Stone House Investment Management first reported a position in ServisFirst Bancshares in Q4 2025 and has held it in 2 quarters since.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.