AWM
SFBS

Activest Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Activest 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
2026
Q1 		– Sell
-9
Closed -$713 – 1324
2025
Q4 		$646 Hold
9
– – ﹤0.01% 984
2025
Q3 		$725 Hold
9
– – ﹤0.01% 916
2025
Q2 		$698 Buy
+9
New +$665 ﹤0.01% 818

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Activest Wealth Management's SFBS Position: Q1 2026 in Review

Activest Wealth Management sold out of ServisFirst Bancshares (SFBS) in Q1 2026, closing a stake of 9 shares — an estimated $713 sold.

Activest Wealth Management first reported a position in SFBS in Q2 2025 and held it in 3 quarters. The position peaked at $725 in Q3 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Activest Wealth Management reported no remaining ServisFirst Bancshares position as of Q1 2026 after selling out during the quarter.
  • Activest Wealth Management sold 9 ServisFirst Bancshares shares in Q1 2026, an estimated $713.
  • Activest Wealth Management first reported a position in ServisFirst Bancshares in Q2 2025 and held it in 3 quarters.
  • Activest Wealth Management's ServisFirst Bancshares position peaked at $725 in Q3 2025.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Activest Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.