Capital A Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Capital A 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 Q2	$2.27K	Buy	+34	New	+$2.51K	0.03%	311

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Capital A Wealth Management's SFBS Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in ServisFirst Bancshares (SFBS) in Q2 2025: 34 shares worth $2.27K. The stake represents 0.03% of the portfolio and ranks #311 among its holdings.

308 funds tracked by Wall St. Rank hold SFBS as of Q2 2025.

Capital A Wealth Management held 34 shares of ServisFirst Bancshares worth $2.27K as of Q2 2025.
ServisFirst Bancshares was a new Capital A Wealth Management position in Q2 2025.
ServisFirst Bancshares made up 0.03% of Capital A Wealth Management's portfolio in Q2 2025, its #311 holding.
308 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.