Avion Wealth’s ServisFirst Bancshares SFBS Stock Holding History

Avion Wealth’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	-6	Closed	–	–	1550
2025 Q3	$0	Buy	+6	New	+$497	﹤0.01%	1509

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

Avion Wealth's SFBS Position: Q4 2025 in Review

Avion Wealth sold out of ServisFirst Bancshares (SFBS) in Q4 2025, closing a stake of 6 shares.

Avion Wealth first reported a position in SFBS in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 323 funds tracked by Wall St. Rank hold SFBS as of Q4 2025.

Avion Wealth reported no remaining ServisFirst Bancshares position as of Q4 2025 after selling out during the quarter.
Avion Wealth sold 6 ServisFirst Bancshares shares in Q4 2025.
Avion Wealth first reported a position in ServisFirst Bancshares in Q3 2025 and held it in 1 quarter.
Avion Wealth's ServisFirst Bancshares position peaked at $0 in Q3 2025.
323 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2025.

Based on Avion Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.