VT
SFBS

Vise Technologies’s ServisFirst Bancshares SFBS Stock Holding History

Vise Technologies’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 		– Sell
-5,894
Closed -$212K – 1937
2026
Q1 		$212K Hold
5,894
– – ﹤0.01% 1348
2025
Q4 		$212K Buy
5,894
+862
+17% +$31.6K ﹤0.01% 1358
2025
Q3 		$203K Buy
+5,032
New +$208K 0.01% 1123

Other funds holding SFBS

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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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

Vise Technologies's SFBS Position: Q2 2026 in Review

Vise Technologies sold out of ServisFirst Bancshares (SFBS) in Q2 2026, closing a stake of 5,894 shares — an estimated $212K sold.

Vise Technologies first reported a position in SFBS in Q3 2025 and held it in 3 quarters. The position peaked at $212K in Q1 2026. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Vise Technologies reported no remaining ServisFirst Bancshares position as of Q2 2026 after selling out during the quarter.
  • Vise Technologies sold 5,894 ServisFirst Bancshares shares in Q2 2026, an estimated $212K.
  • Vise Technologies first reported a position in ServisFirst Bancshares in Q3 2025 and held it in 3 quarters.
  • Vise Technologies's ServisFirst Bancshares position peaked at $212K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.