DWM
SFBS

Diversify Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Diversify 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
-2,483
Closed -$202K – 547
2024
Q4 		$202K Sell
2,483
-188
-7% -$16.7K 0.02% 492
2024
Q3 		$225K Sell
2,671
-239
-8% -$18.2K 0.02% 439
2024
Q2 		$215K Buy
+2,910
New +$180K 0.03% 405

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

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

Diversify Wealth Management sold out of ServisFirst Bancshares (SFBS) in Q1 2025, closing a stake of 2,483 shares — an estimated $202K sold.

Diversify Wealth Management first reported a position in SFBS in Q2 2024 and held it in 3 quarters. The position peaked at $225K in Q3 2024. 304 funds tracked by Wall St. Rank hold SFBS as of Q1 2025.

  • Diversify Wealth Management reported no remaining ServisFirst Bancshares position as of Q1 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 2,483 ServisFirst Bancshares shares in Q1 2025, an estimated $202K.
  • Diversify Wealth Management first reported a position in ServisFirst Bancshares in Q2 2024 and held it in 3 quarters.
  • Diversify Wealth Management's ServisFirst Bancshares position peaked at $225K in Q3 2024.
  • 304 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2025.

Based on Diversify Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.