AF
SFBS

Allworth Financial’s ServisFirst Bancshares SFBS Stock Holding History

Allworth Financial’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 		$22.6K Buy
310
+121
+64% +$9.58K ﹤0.01% 2910
2025
Q4 		$13.6K Buy
189
+40
+27% +$2.94K ﹤0.01% 3053
2025
Q3 		$12K Buy
149
+118
+381% +$9.78K ﹤0.01% 3024
2025
Q2 		$2.4K Hold
31
– – ﹤0.01% 3618
2025
Q1 		$2.22K Hold
31
– – ﹤0.01% 3171
2024
Q4 		$2.76K Hold
31
– – ﹤0.01% 3031
2024
Q3 		$2.49K Hold
31
– – ﹤0.01% 2866
2024
Q2 		$2.4K Hold
31
– – ﹤0.01% 2843
2024
Q1 		$2.06K Hold
31
– – ﹤0.01% 2794
2023
Q4 		$2.07K Hold
31
– – ﹤0.01% 2671
2023
Q3 		$1.62K Sell
31
-54
-64% -$2.86K ﹤0.01% 2641
2023
Q2 		$3.48K Buy
+85
New +$3.93K ﹤0.01% 2259
2022
Q4 		– Sell
-1
Closed – – 3176
2022
Q3 		$0 Buy
+1
New +$84 ﹤0.01% 3061
2022
Q2 		– Sell
-6
Closed -$1K – 2761
2022
Q1 		$1K Buy
+6
New +$524 ﹤0.01% 2013

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 $2.66B AUM 14.89% 1-Year Est. Return