GWM
SFBS

Gibbs Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Gibbs 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
2026
Q1 		$317K Sell
4,351
-1,984
-31% -$157K 0.04% 378
2025
Q4 		$480K Sell
6,335
-2,161
-25% -$159K 0.12% 205
2025
Q3 		$684K Sell
8,496
-2,238
-21% -$185K 0.15% 156
2025
Q2 		$832K Buy
10,734
+528
+5% +$39K 0.16% 149
2025
Q1 		$843K Buy
10,206
+1,353
+15% +$118K 0.2% 112
2024
Q4 		$750K Buy
8,853
+1,310
+17% +$116K 0.2% 107
2024
Q3 		$607K Buy
7,543
+613
+9% +$46.6K 0.2% 118
2024
Q2 		$438K Buy
6,930
+1,203
+21% +$74.3K 0.18% 137
2024
Q1 		$380K Buy
+5,727
New +$364K 0.22% 116

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T 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 $1.56T 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