PWS
SFBS

Precision Wealth Strategies’s ServisFirst Bancshares SFBS Stock Holding History

Precision Wealth Strategies’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 		– Sell
-15,778
Closed -$611K – 206
2025
Q2 		$611K Buy
15,778
+360
+2% +$13.3K 0.2% 91
2025
Q1 		$637K Buy
15,418
+728
+5% +$31.6K 0.49% 37
2024
Q4 		$622K Buy
14,690
+266
+2% +$11.8K 0.48% 31
2024
Q3 		$580K Sell
14,424
-186
-1% -$7.08K 0.54% 33
2024
Q2 		$462K Sell
14,610
-1,126
-7% -$34.8K 0.48% 38
2024
Q1 		$522K Buy
15,736
+382
+2% +$12.2K 0.49% 36
2023
Q4 		$512K Sell
15,354
-70
-0.5% -$1.89K 0.5% 30
2023
Q3 		$402K Buy
15,424
+734
+5% +$19.4K 0.44% 33
2023
Q2 		$301K Sell
14,690
-218
-1% -$5.04K 0.49% 43
2023
Q1 		$407K Sell
14,908
-324
-2% -$10.9K 0.64% 37
2022
Q4 		$525K Sell
15,232
-178
-1% -$6.65K 0.55% 35
2022
Q3 		$550K Sell
15,410
-1,748
-10% -$73.7K 0.49% 40
2022
Q2 		$661K Buy
17,158
+3,532
+26% +$144K 0.52% 34
2022
Q1 		$649K Buy
13,626
+814
+6% +$35.5K 0.39% 51
2021
Q4 		$544K Buy
12,812
+1,650
+15% +$67.3K 0.39% 72
2021
Q3 		$434K Buy
+11,162
New +$399K 0.34% 72

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Precision Wealth Strategies's SFBS Position: Q3 2025 in Review

Precision Wealth Strategies sold out of ServisFirst Bancshares (SFBS) in Q3 2025, closing a stake of 15,778 shares — an estimated $611K sold.

Precision Wealth Strategies first reported a position in SFBS in Q3 2021 and held it in 16 quarters. The position peaked at $661K in Q2 2022. 311 funds tracked by Wall St. Rank hold SFBS as of Q3 2025.

  • Precision Wealth Strategies reported no remaining ServisFirst Bancshares position as of Q3 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 15,778 ServisFirst Bancshares shares in Q3 2025, an estimated $611K.
  • Precision Wealth Strategies first reported a position in ServisFirst Bancshares in Q3 2021 and held it in 16 quarters.
  • Precision Wealth Strategies's ServisFirst Bancshares position peaked at $661K in Q2 2022.
  • 311 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2025.

Based on Precision Wealth Strategies's 13F filing for Q3 2025, filed 16 Oct 2025.