FNWA
SFBS

Financial Network Wealth Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Financial Network Wealth Advisors’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 		$6.92K Hold
95
– – 0.01% 511
2025
Q4 		$6.82K Sell
95
-44
-32% -$3.23K 0.01% 508
2025
Q3 		$11.2K Hold
139
– – 0.01% 438
2025
Q2 		$10.8K Buy
139
+1
+0.7% +$74 0.01% 428
2025
Q1 		$11.4K Buy
+138
New +$12K 0.02% 400
2024
Q4 		– Sell
-277
Closed -$22.3K – 786
2024
Q3 		$22.3K Sell
277
-4
-1% -$304 0.02% 356
2024
Q2 		$17.8K Buy
+281
New +$17.3K 0.01% 414

Other funds holding SFBS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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