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Turning Point Benefit Group’s ServisFirst Bancshares SFBS Stock Holding History

Turning Point Benefit 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
2026
Q1 		– Sell
-4
Closed -$143 – 667
2025
Q4 		$143 Hold
4
– – ﹤0.01% 787
2025
Q3 		$160 Buy
+4
New +$166 ﹤0.01% 676

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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

Turning Point Benefit Group's SFBS Position: Q1 2026 in Review

Turning Point Benefit Group sold out of ServisFirst Bancshares (SFBS) in Q1 2026, closing a stake of 4 shares — an estimated $143 sold.

Turning Point Benefit Group first reported a position in SFBS in Q3 2025 and held it in 2 quarters. The position peaked at $160 in Q3 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Turning Point Benefit Group reported no remaining ServisFirst Bancshares position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 4 ServisFirst Bancshares shares in Q1 2026, an estimated $143.
  • Turning Point Benefit Group first reported a position in ServisFirst Bancshares in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's ServisFirst Bancshares position peaked at $160 in Q3 2025.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.