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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
-8,958
Closed -$361K – 294
2025
Q3 		$361K Sell
8,958
-2,372
-21% -$98.3K 0.08% 214
2025
Q2 		$439K Sell
11,330
-948
-8% -$35K 0.11% 177
2025
Q1 		$507K Sell
12,278
-276
-2% -$12K 0.13% 160
2024
Q4 		$532K Sell
12,554
-496
-4% -$22K 0.14% 152
2024
Q3 		$525K Sell
13,050
-498
-4% -$18.9K 0.14% 147
2024
Q2 		$428K Sell
13,548
-452
-3% -$14K 0.13% 153
2024
Q1 		$465K Buy
14,000
+62
+0.4% +$1.97K 0.14% 147
2023
Q4 		$464K Buy
13,938
+110
+0.8% +$2.97K 0.16% 138
2023
Q3 		$361K Buy
13,828
+334
+2% +$8.84K 0.13% 159
2023
Q2 		$276K Sell
13,494
-910
-6% -$21K 0.1% 184
2023
Q1 		$393K Buy
14,404
+4,412
+44% +$148K 0.16% 137
2022
Q4 		$344K Buy
+9,992
New +$373K 0.15% 146

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s SFBS Position: Q4 2025 in Review

Alliance Wealth Advisors (Utah) sold out of ServisFirst Bancshares (SFBS) in Q4 2025, closing a stake of 8,958 shares — an estimated $361K sold.

Alliance Wealth Advisors (Utah) first reported a position in SFBS in Q4 2022 and held it in 12 quarters. The position peaked at $532K in Q4 2024. 323 funds tracked by Wall St. Rank hold SFBS as of Q4 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining ServisFirst Bancshares position as of Q4 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 8,958 ServisFirst Bancshares shares in Q4 2025, an estimated $361K.
  • Alliance Wealth Advisors (Utah) first reported a position in ServisFirst Bancshares in Q4 2022 and held it in 12 quarters.
  • Alliance Wealth Advisors (Utah)'s ServisFirst Bancshares position peaked at $532K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2025, filed 2 Feb 2026.