RWS
SFBS

Resolute Wealth Strategies’s ServisFirst Bancshares SFBS Stock Holding History

Resolute 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
Q4 		– Sell
-4,265
Closed -$343K – 112
2025
Q3 		$343K Buy
4,265
+8
+0.2% +$663 0.16% 82
2025
Q2 		$330K Buy
4,257
+9
+0.2% +$665 0.18% 83
2025
Q1 		$351K Buy
4,248
+7
+0.2% +$608 0.2% 71
2024
Q4 		$359K Sell
4,241
-2,191
-34% -$195K 0.18% 66
2024
Q3 		$517K Buy
6,432
+20
+0.3% +$1.52K 0.27% 53
2024
Q2 		$405K Buy
6,412
+19
+0.3% +$1.17K 0.23% 59
2024
Q1 		$424K Buy
6,393
+19
+0.3% +$1.21K 0.26% 62
2023
Q4 		$425K Buy
6,374
+21
+0.3% +$1.14K 0.29% 53
2023
Q3 		$331K Buy
6,353
+28
+0.4% +$1.48K 0.25% 63
2023
Q2 		$259K Sell
6,325
-1,078
-15% -$49.8K 0.2% 72
2023
Q1 		$404K Buy
+7,403
New +$496K 0.34% 52

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
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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 $1.56T 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