AWM
SFBS

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
-4
Closed -$323 – 1485
2025
Q3 		$323 Hold
4
– – ﹤0.01% 993
2025
Q2 		$311 Hold
4
– – ﹤0.01% 913
2025
Q1 		$331 Hold
4
– – ﹤0.01% 859
2024
Q4 		$339 Hold
4
– – ﹤0.01% 860
2024
Q3 		$322 Sell
4
-2
-33% -$152 ﹤0.01% 962
2024
Q2 		$380 Hold
6
– – ﹤0.01% 908
2024
Q1 		$399 Hold
6
– – ﹤0.01% 999
2023
Q4 		$400 Sell
6
-2
-25% -$108 ﹤0.01% 1020
2023
Q3 		$418 Hold
8
– – ﹤0.01% 868
2023
Q2 		$328 Buy
+8
New +$370 ﹤0.01% 1010

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CIP
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Geode Capital Management
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Dimensional Fund Advisors
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JP Morgan Chase
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Principal Financial Group
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WG
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