PWM
SFBS

Parkworth Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Parkworth 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
Q2 		$155 Hold
2
– – ﹤0.01% 1016
2025
Q1 		$165 Hold
2
– – ﹤0.01% 781
2024
Q4 		$169 Buy
+2
New +$178 ﹤0.01% 814

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Parkworth Wealth Management's SFBS Position: Q2 2025 in Review

Parkworth Wealth Management held its ServisFirst Bancshares (SFBS) position steady in Q2 2025 at 2 shares worth $155. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Parkworth Wealth Management first reported a position in SFBS in Q4 2024 and has held it in 3 quarters since. The position peaked at $169 in Q4 2024. 308 funds tracked by Wall St. Rank hold SFBS as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of ServisFirst Bancshares worth $155 as of Q2 2025.
  • Parkworth Wealth Management left its ServisFirst Bancshares share count unchanged in Q2 2025.
  • ServisFirst Bancshares made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1016 holding.
  • Parkworth Wealth Management first reported a position in ServisFirst Bancshares in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's ServisFirst Bancshares position peaked at $169 in Q4 2024.
  • 308 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.