TAM
SFBS

Tucker Asset Management’s ServisFirst Bancshares SFBS Stock Holding History

Tucker 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
2025
Q4 		$5.1K Buy
+71
New +$5.21K ﹤0.01% 689
2025
Q1 		– Sell
-129
Closed -$10.9K – 820
2024
Q4 		$10.9K Sell
129
-38
-23% -$3.37K ﹤0.01% 722
2024
Q3 		$13.4K Hold
167
– – ﹤0.01% 631
2024
Q2 		$10.6K Buy
+167
New +$10.3K ﹤0.01% 820

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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 $2.66B AUM 14.89% 1-Year Est. Return

Tucker Asset Management's SFBS Position: Q4 2025 in Review

Tucker Asset Management opened a new position in ServisFirst Bancshares (SFBS) in Q4 2025: 71 shares worth $5.1K. The stake represents ﹤0.01% of the portfolio and ranks #689 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in SFBS as recently as Q4 2024.

Tucker Asset Management first reported a position in SFBS in Q2 2024 and has held it in 4 quarters since. The position peaked at $13.4K in Q3 2024. 323 funds tracked by Wall St. Rank hold SFBS as of Q4 2025.

  • Tucker Asset Management held 71 shares of ServisFirst Bancshares worth $5.1K as of Q4 2025.
  • ServisFirst Bancshares was a new Tucker Asset Management position in Q4 2025.
  • ServisFirst Bancshares made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #689 holding.
  • Tucker Asset Management first reported a position in ServisFirst Bancshares in Q2 2024 and has held it in 4 quarters since.
  • Tucker Asset Management's ServisFirst Bancshares position peaked at $13.4K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.