Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ServisFirst Bancshares SFBS Stock Holding History

Carson Wealth (CWM LLC)’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 		$162K Buy
4,436
+2,526
+132% +$100K ﹤0.01% 2902
2025
Q4 		$69K Buy
1,910
+282
+17% +$10.3K ﹤0.01% 3368
2025
Q3 		$66K Buy
1,628
+104
+7% +$4.31K ﹤0.01% 3307
2025
Q2 		$59K Sell
1,524
-28
-2% -$1.03K ﹤0.01% 3144
2025
Q1 		$64K Buy
1,552
+64
+4% +$2.78K ﹤0.01% 2773
2024
Q4 		$63K Buy
1,488
+40
+3% +$1.78K ﹤0.01% 2621
2024
Q3 		$58K Sell
1,448
-16
-1% -$609 ﹤0.01% 2582
2024
Q2 		$46K Buy
1,464
+120
+9% +$3.7K ﹤0.01% 2532
2024
Q1 		$45K Buy
1,344
+304
+29% +$9.67K ﹤0.01% 2365
2023
Q4 		$35K Sell
1,040
-94
-8% -$2.54K ﹤0.01% 2399
2023
Q3 		$30K Buy
1,134
+170
+18% +$4.5K ﹤0.01% 2415
2023
Q2 		$20K Buy
964
+524
+119% +$12.1K ﹤0.01% 2646
2023
Q1 		$12K Buy
440
+90
+26% +$3.02K ﹤0.01% 2862
2022
Q4 		$12K Sell
350
-208
-37% -$7.77K ﹤0.01% 2717
2022
Q3 		$22K Buy
558
+484
+654% +$20.4K ﹤0.01% 2171
2022
Q2 		$3K Sell
74
-22
-23% -$896 ﹤0.01% 3235
2022
Q1 		$5K Buy
96
+22
+30% +$961 ﹤0.01% 2869
2021
Q4 		$3K Buy
+74
New +$3.02K ﹤0.01% 3030

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SFBS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its ServisFirst Bancshares (SFBS) stake by 132% in Q1 2026, buying an estimated $100K and bringing the position to 4,436 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #2902.

Carson Wealth (CWM LLC) first reported a position in SFBS in Q4 2021 and has held it in 18 quarters since. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,436 shares of ServisFirst Bancshares worth $162K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,526 ServisFirst Bancshares shares in Q1 2026, an estimated $100K.
  • ServisFirst Bancshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2902 holding.
  • Carson Wealth (CWM LLC) first reported a position in ServisFirst Bancshares in Q4 2021 and has held it in 18 quarters since.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.