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ZIM
SFBS
Zacks Investment Management’s
ServisFirst Bancshares
SFBS
Stock Holding History
Zacks Investment Management’s Portfolio
SFBS Stock Details
SFBS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-23,600
Closed
-$1.9M
–
815
2025
Q3
$1.9M
Buy
+23,600
New
+$1.95M
0.02%
334
2023
Q1
–
Sell
-14,420
Closed
-$994K
–
693
2022
Q4
$994K
Sell
14,420
-1,194
-8%
-$89.2K
0.01%
361
2022
Q3
$1.25M
Sell
15,614
-432
-3%
-$36.4K
0.02%
315
2022
Q2
$1.27M
Sell
16,046
-871
-5%
-$70.9K
0.02%
318
2022
Q1
$1.61M
Buy
16,917
+454
+3%
+$39.6K
0.02%
312
2021
Q4
$1.4M
Sell
16,463
-1,723
-9%
-$140K
0.02%
339
2021
Q3
$1.42M
Sell
18,186
-6,311
-26%
-$452K
0.02%
329
2021
Q2
$1.67M
Sell
24,497
-675
-3%
-$44.6K
0.03%
310
2021
Q1
$1.54M
Buy
25,172
+1,669
+7%
+$82.9K
0.03%
314
2020
Q4
$947K
Sell
23,503
-433
-2%
-$16.8K
0.02%
355
2020
Q3
$815K
Sell
23,936
-1,107
-4%
-$39.7K
0.02%
348
2020
Q2
$896K
Sell
25,043
-4,315
-15%
-$142K
0.02%
317
2020
Q1
$861K
Buy
+29,358
New
+$1.03M
0.02%
321
Other funds holding SFBS
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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