HWM
SFBS

HB Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

HB 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 		$1.43M Buy
19,599
+353
+2% +$28K 0.01% 532
2025
Q4 		$1.38M Buy
19,246
+116
+0.6% +$8.51K 0.01% 520
2025
Q3 		$1.54M Buy
+19,130
New +$1.58M 0.01% 482
2025
Q2 		– Sell
-19,179
Closed -$1.58M – 1282
2025
Q1 		$1.58M Buy
19,179
+67
+0.4% +$5.82K 0.01% 430
2024
Q4 		$1.62M Buy
19,112
+1,063
+6% +$94.4K 0.02% 318
2024
Q3 		$1.45M Sell
18,049
-211
-1% -$16.1K 0.02% 324
2024
Q2 		$1.15M Sell
18,260
-778
-4% -$48K 0.01% 341
2024
Q1 		$1.26M Buy
19,038
+11
+0.1% +$700 0.02% 307
2023
Q4 		$1.27M Buy
19,027
+1,542
+9% +$83.3K 0.02% 287
2023
Q3 		$912K Buy
17,485
+15
+0.1% +$794 0.01% 308
2023
Q2 		$715K Buy
17,470
+547
+3% +$25.3K 0.01% 349
2023
Q1 		$925K Hold
16,923
– – 0.02% 299
2022
Q4 		$1.17M Buy
+16,923
New +$1.26M 0.02% 262

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