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	1,839,402 -35,936	-2%	-$1.49M	1.72%	21
2025 Q2	$72.7M	Sell	1,875,338 -2,898	-0.2%	-$107K	1.83%	20
2025 Q1	$77.6M	Sell	1,878,236 -16,498	-0.9%	-$717K	2.07%	16
2024 Q4	$80.3M	Buy	1,894,734 +225,042	+13%	+$9.99M	2.14%	13
2024 Q3	$67.2M	Sell	1,669,692 -236,516	-12%	-$9M	1.77%	22
2024 Q2	$60.2M	Buy	1,906,208 +1,802,152	+1,732%	+$55.6M	1.74%	24
2024 Q1	$3.45M	Sell	104,056 -514	-0.5%	-$16.4K	0.11%	86
2023 Q4	$3.48M	Hold	104,570	–	–	0.12%	79
2023 Q3	$2.73M	Hold	104,570	–	–	0.1%	87
2023 Q2	$2.14M	Sell	104,570 -20,460	-16%	-$473K	0.08%	110
2023 Q1	$3.42M	Buy	125,030 +42	+0%	+$1.41K	0.13%	81
2022 Q4	$4.31M	Buy	124,988 +60	+0%	+$2.24K	0.19%	65
2022 Q3	$5M	Buy	124,928 +10	+0%	+$422	0.23%	68
2022 Q2	$4.93M	Buy	124,918 +44,698	+56%	+$1.82M	0.22%	69
2022 Q1	$3.82M	Sell	80,220 -19,934	-20%	-$870K	0.13%	74
2021 Q4	$4.25M	Buy	+100,154	New	+$4.08M	0.18%	72

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 $3.37T AUM 44.26% 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

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

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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 1,839,402 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. 311 funds tracked by Wall St. Rank hold SFBS as of Q3 2025.

Stonegate Investment Group held 1,839,402 shares of ServisFirst Bancshares worth $74.1M as of Q3 2025.
Stonegate Investment Group sold 35,936 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.
311 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.