SWGC
SFBS

Summit Wealth Group (Colorado)’s ServisFirst Bancshares SFBS Stock Holding History

Summit Wealth Group (Colorado)’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
-24,940
Closed -$651K – 576
2025
Q3 		$651K Buy
+24,940
New +$1.03M 0.07% 228

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
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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SFBS Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of ServisFirst Bancshares (SFBS) in Q4 2025, closing a stake of 24,940 shares — an estimated $651K sold.

Summit Wealth Group (Colorado) first reported a position in SFBS in Q3 2025 and held it in 1 quarter. The position peaked at $651K in Q3 2025. 323 funds tracked by Wall St. Rank hold SFBS as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining ServisFirst Bancshares position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 24,940 ServisFirst Bancshares shares in Q4 2025, an estimated $651K.
  • Summit Wealth Group (Colorado) first reported a position in ServisFirst Bancshares in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s ServisFirst Bancshares position peaked at $651K in Q3 2025.
  • 323 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.