Abound Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Abound Wealth 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	-8	Closed	-$323	–	1485
2025 Q3	$323	Hold	8	–	–	﹤0.01%	993
2025 Q2	$311	Hold	8	–	–	﹤0.01%	913
2025 Q1	$331	Hold	8	–	–	﹤0.01%	859
2024 Q4	$339	Hold	8	–	–	﹤0.01%	860
2024 Q3	$322	Sell	8 -4	-33%	-$152	﹤0.01%	962
2024 Q2	$380	Hold	12	–	–	﹤0.01%	908
2024 Q1	$399	Hold	12	–	–	﹤0.01%	999
2023 Q4	$400	Sell	12 -4	-25%	-$108	﹤0.01%	1020
2023 Q3	$418	Hold	16	–	–	﹤0.01%	868
2023 Q2	$328	Buy	+16	New	+$370	﹤0.01%	1010

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Abound Wealth Management's SFBS Position: Q4 2025 in Review

Abound Wealth Management sold out of ServisFirst Bancshares (SFBS) in Q4 2025, closing a stake of 8 shares — an estimated $323 sold.

Abound Wealth Management first reported a position in SFBS in Q2 2023 and held it in 10 quarters. The position peaked at $418 in Q3 2023. 323 funds tracked by Wall St. Rank hold SFBS as of Q4 2025.

Abound Wealth Management reported no remaining ServisFirst Bancshares position as of Q4 2025 after selling out during the quarter.
Abound Wealth Management sold 8 ServisFirst Bancshares shares in Q4 2025, an estimated $323.
Abound Wealth Management first reported a position in ServisFirst Bancshares in Q2 2023 and held it in 10 quarters.
Abound Wealth Management's ServisFirst Bancshares position peaked at $418 in Q3 2023.
323 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.