HWM
SFBS

Hemington Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Hemington 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
Q3 		$6K Buy
76
+9
+13% +$746 ﹤0.01% 1080
2025
Q2 		$5K Buy
67
+1
+2% +$74 ﹤0.01% 1115
2025
Q1 		$5K Buy
66
+13
+25% +$1.13K ﹤0.01% 1073
2024
Q4 		$4K Buy
53
+13
+33% +$1.15K ﹤0.01% 1111
2024
Q3 		$3K Buy
+40
New +$3.04K ﹤0.01% 1105

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Hemington Wealth Management's SFBS Position: Q3 2025 in Review

Hemington Wealth Management increased its ServisFirst Bancshares (SFBS) stake by 13% in Q3 2025, buying an estimated $746 and bringing the position to 76 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Hemington Wealth Management first reported a position in SFBS in Q3 2024 and has held it in 5 quarters since. 310 funds tracked by Wall St. Rank hold SFBS as of Q3 2025.

  • Hemington Wealth Management held 76 shares of ServisFirst Bancshares worth $6K as of Q3 2025.
  • Hemington Wealth Management bought 9 ServisFirst Bancshares shares in Q3 2025, an estimated $746.
  • ServisFirst Bancshares made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1080 holding.
  • Hemington Wealth Management first reported a position in ServisFirst Bancshares in Q3 2024 and has held it in 5 quarters since.
  • 310 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.