JFS Wealth Advisors’s ServisFirst Bancshares SFBS Stock Holding History

JFS 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 Q2	$3.99K	Buy	46 +4	+10%	+$316	﹤0.01%	1371
2026 Q1	$3.06K	Sell	42 -22	-34%	-$1.74K	﹤0.01%	1381
2025 Q4	$4.59K	Buy	64 +13	+25%	+$954	﹤0.01%	1272
2025 Q3	$4.11K	Hold	51	–	–	﹤0.01%	1197
2025 Q2	$3.95K	Buy	51 +1	+2%	+$74	﹤0.01%	1164
2025 Q1	$4.13K	Hold	50	–	–	﹤0.01%	1198
2024 Q4	$4.24K	Buy	50 +1	+2%	+$89	﹤0.01%	1190
2024 Q3	$3.94K	Buy	49 +1	+2%	+$76	﹤0.01%	1206
2024 Q2	$3.03K	Hold	48	–	–	﹤0.01%	1266
2024 Q1	$3.19K	Buy	48 +1	+2%	+$64	﹤0.01%	1274
2023 Q4	$3.13K	Buy	47 +14	+42%	+$757	﹤0.01%	1241
2023 Q3	$1.72K	Buy	33 +7	+27%	+$370	﹤0.01%	1418
2023 Q2	$1.06K	Buy	26 +17	+189%	+$785	﹤0.01%	1585
2023 Q1	$492	Sell	9 -25	-74%	-$1.68K	﹤0.01%	1722
2022 Q4	$2.34K	Sell	34 -5	-13%	-$373	﹤0.01%	1314
2022 Q3	$3K	Hold	39	–	–	﹤0.01%	1236
2022 Q2	$3K	Sell	39 -5	-11%	-$407	﹤0.01%	1235
2022 Q1	$4K	Buy	44 +24	+120%	+$2.1K	﹤0.01%	1174
2021 Q4	$2K	Buy	+20	New	+$1.63K	﹤0.01%	1156

Other funds holding SFBS

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return