Stonegate Investment Group’s ServisFirst Bancshares SFBS Stock Holding History

Stonegate Investment Group’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	$74.1M	Sell	919,701 -17,968	-2%	-$1.49M	1.72%	21
2025 Q2	$72.7M	Sell	937,669 -1,449	-0.2%	-$107K	1.83%	20
2025 Q1	$77.6M	Sell	939,118 -8,249	-0.9%	-$717K	2.07%	16
2024 Q4	$80.3M	Buy	947,367 +112,521	+13%	+$9.99M	2.14%	13
2024 Q3	$67.2M	Sell	834,846 -118,258	-12%	-$9M	1.77%	22
2024 Q2	$60.2M	Buy	953,104 +901,076	+1,732%	+$55.6M	1.74%	24
2024 Q1	$3.45M	Sell	52,028 -257	-0.5%	-$16.4K	0.11%	86
2023 Q4	$3.48M	Hold	52,285	–	–	0.12%	79
2023 Q3	$2.73M	Hold	52,285	–	–	0.1%	87
2023 Q2	$2.14M	Sell	52,285 -10,230	-16%	-$473K	0.08%	110
2023 Q1	$3.42M	Buy	62,515 +21	+0%	+$1.41K	0.13%	81
2022 Q4	$4.31M	Buy	62,494 +30	+0%	+$2.24K	0.19%	65
2022 Q3	$5M	Buy	62,464 +5	+0%	+$422	0.23%	68
2022 Q2	$4.93M	Buy	62,459 +22,349	+56%	+$1.82M	0.22%	69
2022 Q1	$3.82M	Sell	40,110 -9,967	-20%	-$870K	0.13%	74
2021 Q4	$4.25M	Buy	+50,077	New	+$4.08M	0.18%	72

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

Stonegate Investment Group's SFBS Position: Q3 2025 in Review

Stonegate Investment Group reduced its ServisFirst Bancshares (SFBS) stake by 1.9% in Q3 2025, selling an estimated $1.49M and leaving 919,701 shares worth $74.1M. The position accounts for 1.72% of the portfolio, ranked #21.

Stonegate Investment Group first reported a position in SFBS in Q4 2021 and has held it in 16 quarters since. The position peaked at $80.3M in Q4 2024. 310 funds tracked by Wall St. Rank hold SFBS as of Q3 2025.

Stonegate Investment Group held 919,701 shares of ServisFirst Bancshares worth $74.1M as of Q3 2025.
Stonegate Investment Group sold 17,968 ServisFirst Bancshares shares in Q3 2025, an estimated $1.49M.
ServisFirst Bancshares made up 1.72% of Stonegate Investment Group's portfolio in Q3 2025, its #21 holding.
Stonegate Investment Group first reported a position in ServisFirst Bancshares in Q4 2021 and has held it in 16 quarters since.
Stonegate Investment Group's ServisFirst Bancshares position peaked at $80.3M in Q4 2024.
310 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.