SLAM
SFBS

Swiss Life Asset Management’s ServisFirst Bancshares SFBS Stock Holding History

Swiss Life 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
Q2 		$295K Sell
3,396
-1,012
-23% -$79.9K ﹤0.01% 1276
2026
Q1 		$321K Buy
+4,408
New +$349K ﹤0.01% 1090

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Swiss Life Asset Management's SFBS Position: Q2 2026 in Review

Swiss Life Asset Management reduced its ServisFirst Bancshares (SFBS) stake by 23% in Q2 2026, selling an estimated $79.9K and leaving 3,396 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Swiss Life Asset Management first reported a position in SFBS in Q1 2026 and has held it in 2 quarters since. The position peaked at $321K in Q1 2026. 228 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Swiss Life Asset Management held 3,396 shares of ServisFirst Bancshares worth $295K as of Q2 2026.
  • Swiss Life Asset Management sold 1,012 ServisFirst Bancshares shares in Q2 2026, an estimated $79.9K.
  • ServisFirst Bancshares made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1276 holding.
  • Swiss Life Asset Management first reported a position in ServisFirst Bancshares in Q1 2026 and has held it in 2 quarters since.
  • Swiss Life Asset Management's ServisFirst Bancshares position peaked at $321K in Q1 2026.
  • 228 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.