AWM
SFBS

Avior Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-2
Closed -$169 – 2040
2024
Q4 		$169 Buy
+2
New +$178 ﹤0.01% 2383
2024
Q2 		– Sell
-152
Closed -$10.1K – 3475
2024
Q1 		$10.1K Buy
+152
New +$9.67K ﹤0.01% 1865

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Avior Wealth Management's SFBS Position: Q1 2025 in Review

Avior Wealth Management sold out of ServisFirst Bancshares (SFBS) in Q1 2025, closing a stake of 2 shares — an estimated $169 sold.

Avior Wealth Management first reported a position in SFBS in Q1 2024 and held it in 2 quarters. The position peaked at $10.1K in Q1 2024. 304 funds tracked by Wall St. Rank hold SFBS as of Q1 2025.

  • Avior Wealth Management reported no remaining ServisFirst Bancshares position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2 ServisFirst Bancshares shares in Q1 2025, an estimated $169.
  • Avior Wealth Management first reported a position in ServisFirst Bancshares in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's ServisFirst Bancshares position peaked at $10.1K in Q1 2024.
  • 304 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.