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Zacks Investment Management’s ServisFirst Bancshares SFBS Stock Holding History

Zacks Investment 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 		– Sell
-47,200
Closed -$1.9M – 815
2025
Q3 		$1.9M Buy
+47,200
New +$1.96M 0.02% 334
2023
Q1 		– Sell
-28,840
Closed -$994K – 693
2022
Q4 		$994K Sell
28,840
-2,388
-8% -$89.2K 0.01% 361
2022
Q3 		$1.25M Sell
31,228
-864
-3% -$36.4K 0.02% 315
2022
Q2 		$1.27M Sell
32,092
-1,742
-5% -$70.9K 0.02% 318
2022
Q1 		$1.61M Buy
33,834
+908
+3% +$39.7K 0.02% 312
2021
Q4 		$1.4M Sell
32,926
-3,446
-9% -$140K 0.02% 339
2021
Q3 		$1.42M Sell
36,372
-12,622
-26% -$452K 0.02% 329
2021
Q2 		$1.67M Sell
48,994
-1,350
-3% -$44.6K 0.03% 310
2021
Q1 		$1.54M Buy
50,344
+3,338
+7% +$82.9K 0.03% 314
2020
Q4 		$947K Sell
47,006
-866
-2% -$16.8K 0.02% 355
2020
Q3 		$815K Sell
47,872
-2,214
-4% -$39.8K 0.02% 348
2020
Q2 		$896K Sell
50,086
-8,630
-15% -$142K 0.02% 317
2020
Q1 		$861K Buy
+58,716
New +$1.03M 0.02% 321

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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

Zacks Investment Management's SFBS Position: Q4 2025 in Review

Zacks Investment Management sold out of ServisFirst Bancshares (SFBS) in Q4 2025, closing a stake of 47,200 shares — an estimated $1.9M sold.

Zacks Investment Management first reported a position in SFBS in Q1 2020 and held it in 13 quarters. The position peaked at $1.9M in Q3 2025. 323 funds tracked by Wall St. Rank hold SFBS as of Q4 2025.

  • Zacks Investment Management reported no remaining ServisFirst Bancshares position as of Q4 2025 after selling out during the quarter.
  • Zacks Investment Management sold 47,200 ServisFirst Bancshares shares in Q4 2025, an estimated $1.9M.
  • Zacks Investment Management first reported a position in ServisFirst Bancshares in Q1 2020 and held it in 13 quarters.
  • Zacks Investment Management's ServisFirst Bancshares position peaked at $1.9M in Q3 2025.
  • 323 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2025.

Based on Zacks Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.