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
Q1 		$212K Hold
2,947
– – ﹤0.01% 1348
2025
Q4 		$212K Buy
2,947
+431
+17% +$31.6K ﹤0.01% 1358
2025
Q3 		$203K Buy
+2,516
New +$208K 0.01% 1123

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Vise Technologies's SFBS Position: Q1 2026 in Review

Vise Technologies held its ServisFirst Bancshares (SFBS) position steady in Q1 2026 at 2,947 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Vise Technologies first reported a position in SFBS in Q3 2025 and has held it in 3 quarters since. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Vise Technologies held 2,947 shares of ServisFirst Bancshares worth $212K as of Q1 2026.
  • Vise Technologies left its ServisFirst Bancshares share count unchanged in Q1 2026.
  • ServisFirst Bancshares made up ﹤0.01% of Vise Technologies's portfolio in Q1 2026, its #1348 holding.
  • Vise Technologies first reported a position in ServisFirst Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.