RWM
SFBS

Rialto Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Rialto 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
2026
Q1 		$1.09K Buy
15
+3
+25% +$238 ﹤0.01% 1070
2025
Q4 		$862 Buy
12
+7
+140% +$514 ﹤0.01% 1050
2025
Q3 		$403 Buy
5
+2
+67% +$166 ﹤0.01% 1322
2025
Q2 		$233 Buy
+3
New +$222 ﹤0.01% 1333

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Rialto Wealth Management's SFBS Position: Q1 2026 in Review

Rialto Wealth Management increased its ServisFirst Bancshares (SFBS) stake by 25% in Q1 2026, buying an estimated $238 and bringing the position to 15 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Rialto Wealth Management first reported a position in SFBS in Q2 2025 and has held it in 4 quarters since. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Rialto Wealth Management held 15 shares of ServisFirst Bancshares worth $1.09K as of Q1 2026.
  • Rialto Wealth Management bought 3 ServisFirst Bancshares shares in Q1 2026, an estimated $238.
  • ServisFirst Bancshares made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1070 holding.
  • Rialto Wealth Management first reported a position in ServisFirst Bancshares in Q2 2025 and has held it in 4 quarters since.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.