ServisFirst Gets Axed by Champlain — a Minor Position in a Major Drawdown

1 hour ago 3

Seena Hassouna, The Motley Fool

Sun, May 17, 2026 astatine 3:52 PM CDT 4 min read

On May 13, 2026, Champlain Investment Partners, LLC, reported selling its full involvement of 1,568,859 shares successful ServisFirst Bancshares (NYSE:SFBS), an estimated $124.23 cardinal commercialized based connected quarterly mean pricing.

Sold 1,568,859 shares of ServisFirst Bancshares; estimated commercialized worth ~$124.23 cardinal (based connected quarterly mean price)
Quarter-end presumption worth decreased by $112.63 million, reflecting some trading enactment and terms movement
The SFBS commercialized represented 1.58% of Champlain's reportable AUM during the quarter
Post-trade stake: 0 shares, $0 value
The presumption was antecedently 1.14% of the fund's AUM arsenic of the anterior quarter, marking a important exit amid broader money downsizing

What happened

According to a filing with the Securities and Exchange Commission dated May 13, 2026, Champlain Investment Partners, LLC, sold its full holding of 1,568,859 shares successful ServisFirst Bancshares. The estimated commercialized worth is astir $124.23 cardinal based connected the mean closing terms for the archetypal 4th of 2026. The stake’s quarter-end worth dropped by $112.63 million, reflecting some the merchantability and changes successful stock price.

What other to cognize

Champlain Investment Partners, LLC, completed a afloat exit from ServisFirst Bancshares, eliminating a presumption that had accounted for 1.1% of its assets successful the erstwhile quarter; Post-trade, Champlain holds nary presumption successful ServisFirst Bancshares.
Top holdings aft the filing:
- NASDAQ:TW: $172.90 cardinal (2.2% of AUM)
- NYSE:PEN: $161.36 cardinal (2.0% of AUM)
- NYSE:EOG: $153.19 cardinal (1.9% of AUM)
- NASDAQ:SNPS: $152.57 cardinal (1.9% of AUM)
- NASDAQ:NTNX: $152.43 cardinal (1.9% of AUM)
As of May 15, 2026, shares of ServisFirst Bancshares were priced astatine $75.00, down 3.8% implicit the past year, underperforming the S&P 500 by 29 percent points.

Company/Etf overview

Metric

Value

Revenue (TTM)	$1.02 billion
Net Income (TTM)	$296.35 million
Dividend Yield	1.86%
Price (as of marketplace adjacent 2026-05-15)	$75.00

Company snapshot

SFBS offers a broad suite of banking products, including commercialized and user loans, deposit accounts, treasury management, and analogous banking services.
the institution generates gross chiefly done nett involvement income from lending activities and fees from banking services provided to individuals and businesses.
ServisFirst serves firm clients, tiny to medium-sized enterprises, and idiosyncratic customers crossed Alabama, Florida, Georgia, South Carolina, and Tennessee.

ServisFirst Bancshares, Inc. is simply a determination slope holding institution with a absorption connected commercialized and retail banking services successful the southeastern United States. The institution leverages a relationship-driven approach, offering tailored fiscal solutions to businesses and individuals done its web of 23 full-service branches and further indebtedness accumulation offices.

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