Arete Wealth Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Arete Wealth Advisors’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	-2,912	Closed	-$235K	–	816
2025 Q3	$235K	Buy	2,912 +8	+0.3%	+$663	0.01%	684
2025 Q2	$225K	Hold	2,904	–	–	0.02%	658
2025 Q1	$240K	Sell	2,904 -170	-6%	-$14.8K	0.02%	613
2024 Q4	$261K	Sell	3,074 -180	-6%	-$16K	0.02%	607
2024 Q3	$260K	Sell	3,254 -59	-2%	-$4.49K	0.02%	563
2024 Q2	$209K	Buy	+3,313	New	+$205K	0.02%	648
2024 Q1	–	Sell	-3,579	Closed	-$238K	–	664
2023 Q4	$238K	Sell	3,579 -406	-10%	-$21.9K	0.02%	612
2023 Q3	$208K	Buy	+3,985	New	+$211K	0.04%	430

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Arete Wealth Advisors's SFBS Position: Q4 2025 in Review

Arete Wealth Advisors sold out of ServisFirst Bancshares (SFBS) in Q4 2025, closing a stake of 2,912 shares — an estimated $235K sold.

Arete Wealth Advisors first reported a position in SFBS in Q3 2023 and held it in 8 quarters. The position peaked at $261K in Q4 2024. 323 funds tracked by Wall St. Rank hold SFBS as of Q4 2025.

Arete Wealth Advisors reported no remaining ServisFirst Bancshares position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 2,912 ServisFirst Bancshares shares in Q4 2025, an estimated $235K.
Arete Wealth Advisors first reported a position in ServisFirst Bancshares in Q3 2023 and held it in 8 quarters.
Arete Wealth Advisors's ServisFirst Bancshares position peaked at $261K in Q4 2024.
323 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.