Spire Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Spire 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 Q4	–	Sell	-80	Closed	-$3.22K	–	2462
2025 Q3	$3.22K	Hold	80	–	–	﹤0.01%	2060
2025 Q2	$3.1K	Hold	80	–	–	﹤0.01%	2077
2025 Q1	$3.3K	Hold	80	–	–	﹤0.01%	2169
2024 Q4	$3.39K	Hold	80	–	–	﹤0.01%	2141
2024 Q3	$3.22K	Hold	80	–	–	﹤0.01%	1910
2024 Q2	$2.53K	Hold	80	–	–	﹤0.01%	1967
2024 Q1	$2.65K	Hold	80	–	–	﹤0.01%	2043
2023 Q4	$2.55K	Hold	80	–	–	﹤0.01%	2095
2023 Q3	$2.09K	Sell	80 -2,302	-97%	-$60.9K	﹤0.01%	2132
2023 Q2	$48.7K	Hold	2,382	–	–	﹤0.01%	1210
2023 Q1	$65.1K	Buy	2,382 +708	+42%	+$23.7K	﹤0.01%	1095
2022 Q4	$58K	Sell	1,674 -172	-9%	-$6.42K	﹤0.01%	935
2022 Q3	$74K	Hold	1,846	–	–	﹤0.01%	809
2022 Q2	$73K	Hold	1,846	–	–	﹤0.01%	1153
2022 Q1	$88K	Buy	+1,846	New	+$80.6K	﹤0.01%	1209

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Spire Wealth Management's SFBS Position: Q4 2025 in Review

Spire Wealth Management sold out of ServisFirst Bancshares (SFBS) in Q4 2025, closing a stake of 80 shares — an estimated $3.22K sold.

Spire Wealth Management first reported a position in SFBS in Q1 2022 and held it in 15 quarters. The position peaked at $88K in Q1 2022. 323 funds tracked by Wall St. Rank hold SFBS as of Q4 2025.

Spire Wealth Management reported no remaining ServisFirst Bancshares position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 80 ServisFirst Bancshares shares in Q4 2025, an estimated $3.22K.
Spire Wealth Management first reported a position in ServisFirst Bancshares in Q1 2022 and held it in 15 quarters.
Spire Wealth Management's ServisFirst Bancshares position peaked at $88K in Q1 2022.
323 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.