AWAU
SFBS

Alliance Wealth Advisors (Utah)’s ServisFirst Bancshares SFBS Stock Holding History

Alliance Wealth Advisors (Utah)’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
-4,479
Closed -$361K – 294
2025
Q3 		$361K Sell
4,479
-1,186
-21% -$98.2K 0.08% 214
2025
Q2 		$439K Sell
5,665
-474
-8% -$35K 0.11% 177
2025
Q1 		$507K Sell
6,139
-138
-2% -$12K 0.13% 160
2024
Q4 		$532K Sell
6,277
-248
-4% -$22K 0.14% 152
2024
Q3 		$525K Sell
6,525
-249
-4% -$18.9K 0.14% 147
2024
Q2 		$428K Sell
6,774
-226
-3% -$14K 0.13% 153
2024
Q1 		$465K Buy
7,000
+31
+0.4% +$1.97K 0.14% 147
2023
Q4 		$464K Buy
6,969
+55
+0.8% +$2.97K 0.16% 138
2023
Q3 		$361K Buy
6,914
+167
+2% +$8.84K 0.13% 159
2023
Q2 		$276K Sell
6,747
-455
-6% -$21K 0.1% 184
2023
Q1 		$393K Buy
7,202
+2,206
+44% +$148K 0.16% 137
2022
Q4 		$344K Buy
+4,996
New +$373K 0.15% 146

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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 $2.66B AUM 14.89% 1-Year Est. Return