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SFBS

ServisFirst Bancshares

344 hedge funds and large institutions have $2.85B invested in ServisFirst Bancshares in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 146 increasing their positions, 95 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

54% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 95

7% more funds holding

Funds holding: 323344 (+21)

1% less capital invested

Capital invested by funds: $2.88B → $2.85B (-$27.9M)

1.7% less ownership

Funds ownership: 73.44%71.74% (-1.7%)

Holders
344
Holders Change
+21
Holders Change %
+6.5%
% of All Funds
4.24%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
61
Increased
146
Reduced
95
Closed
35
Calls
$539K
Puts
Net Calls
+$539K
Net Calls Change
+$180K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$544M +$1.89M +23,884 +0.3%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$246M +$267M +3,371,184 New
State Street
3
State Street
Massachusetts
$185M +$5.88M +74,245 +3%
VCM
4
Vanguard Capital Management
Pennsylvania
$166M +$181M +2,282,033 New
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$99M -$16.8M -212,099 -13%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$89.2M +$3.67M +46,324 +4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$82.6M +$792K +10,008 +0.9%
JP Morgan Chase
8
JP Morgan Chase
New York
$74.7M -$3.48M -44,008 -4%
Principal Financial Group
9
Principal Financial Group
Iowa
$71.7M -$2.65M -33,416 -3%
WG
10
Welch Group
Alabama
$71.1M -$2.18M -27,572 -3%
DAM
11
Davis Asset Management
California
$66.3M +$2.77M +35,000 +4%
Victory Capital Management
12
Victory Capital Management
Texas
$63.9M +$11.4M +143,790 +20%
Goldman Sachs
13
Goldman Sachs
New York
$60.7M +$32.8M +414,782 +99%
CCM
14
Copeland Capital Management
Pennsylvania
$54.9M +$59.7M +753,526 New
Northern Trust
15
Northern Trust
Illinois
$46.9M +$4.24M +53,492 +9%
Morgan Stanley
16
Morgan Stanley
New York
$46M -$3.96M -49,989 -7%
First Trust Advisors
17
First Trust Advisors
Illinois
$41M -$736K -9,294 -2%
Charles Schwab
18
Charles Schwab
California
$40.8M +$1.36M +17,148 +3%
WA
19
Wasatch Advisors
Utah
$40.2M +$5.57M +70,298 +15%
BFA
20
Bragg Financial Advisors
North Carolina
$32.1M +$1.62M +20,453 +5%
1832 Asset Management
21
1832 Asset Management
Ontario, Canada
$31M +$471K +5,952 +1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$29.4M -$937K -11,839 -3%
VFT
23
Vanguard Fiduciary Trust
Pennsylvania
$25.6M +$27.8M +351,400 New
Wells Fargo
24
Wells Fargo
California
$19.7M -$6.5M -82,140 -23%
N
25
Nuveen
North Carolina
$17.6M +$9.91M +125,165 +108%