PWG
SFBS

Portside Wealth Group’s ServisFirst Bancshares SFBS Stock Holding History

Portside Wealth Group’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 		– Sell
-4,809
Closed -$345K – 517
2025
Q4 		$345K Sell
4,809
-3,663
-43% -$269K 0.05% 330
2025
Q3 		$682K Sell
8,472
-3,793
-31% -$314K 0.09% 212
2025
Q2 		$951K Sell
12,265
-797
-6% -$58.9K 0.14% 155
2025
Q1 		$1.08M Sell
13,062
-494
-4% -$42.9K 0.18% 130
2024
Q4 		$1.15M Sell
13,556
-598
-4% -$53.1K 0.19% 119
2024
Q3 		$1.14M Sell
14,154
-331
-2% -$25.2K 0.19% 121
2024
Q2 		$915K Sell
14,485
-580
-4% -$35.8K 0.17% 131
2024
Q1 		$1,000K Buy
15,065
+519
+4% +$33K 0.19% 127
2023
Q4 		$969K Buy
14,546
+706
+5% +$38.2K 0.18% 129
2023
Q3 		$725K Sell
13,840
-340
-2% -$18K 0.14% 153
2023
Q2 		$580K Buy
+14,180
New +$655K 0.11% 181

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