Corient Private Wealth
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Corient Private Wealth’s ServisFirst Bancshares SFBS Stock Holding History

Corient Private Wealth’s Portfolio SFBS Stock Details SFBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$403K Buy
5,194
+2,565
+98% +$199K ﹤0.01% 1909
2025
Q1 		$217K Buy
2,629
+52
+2% +$4.3K ﹤0.01% 2022
2024
Q4 		$218K Sell
2,577
-29
-1% -$2.46K ﹤0.01% 2070
2024
Q3 		$210K Buy
+2,606
New +$210K ﹤0.01% 2174