YIH
SFBS

Y-Intercept (HK)’s ServisFirst Bancshares SFBS Stock Holding History

Y-Intercept (HK)’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 		– Sell
-3,012
Closed -$243K – 1946
2025
Q3 		$243K Buy
+3,012
New +$250K 0.01% 1436

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 $2.93B AUM 27.62% 1-Year Est. Return

Y-Intercept (HK)'s SFBS Position: Q4 2025 in Review

Y-Intercept (HK) sold out of ServisFirst Bancshares (SFBS) in Q4 2025, closing a stake of 3,012 shares — an estimated $243K sold.

Y-Intercept (HK) first reported a position in SFBS in Q3 2025 and held it in 1 quarter. The position peaked at $243K in Q3 2025. 323 funds tracked by Wall St. Rank hold SFBS as of Q4 2025.

  • Y-Intercept (HK) reported no remaining ServisFirst Bancshares position as of Q4 2025 after selling out during the quarter.
  • Y-Intercept (HK) sold 3,012 ServisFirst Bancshares shares in Q4 2025, an estimated $243K.
  • Y-Intercept (HK) first reported a position in ServisFirst Bancshares in Q3 2025 and held it in 1 quarter.
  • Y-Intercept (HK)'s ServisFirst Bancshares position peaked at $243K in Q3 2025.
  • 323 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2025.

Based on Y-Intercept (HK)'s 13F filing for Q4 2025, filed 13 Feb 2026.