Sunburst Financial Group’s ServisFirst Bancshares SFBS Stock Holding History

Sunburst Financial Group’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 Q2	$767K	Hold	8,842	–	–	0.13%	66
2026 Q1	$644K	Hold	8,842	–	–	0.12%	65
2025 Q4	$635K	Hold	8,842	–	–	0.13%	64
2025 Q3	$712K	Hold	8,842	–	–	0.15%	57
2025 Q2	$685K	Hold	8,842	–	–	0.15%	56
2025 Q1	$730K	Sell	8,842 -1,095	-11%	-$95.1K	0.18%	54
2024 Q4	$842K	Sell	9,937 -2,635	-21%	-$234K	0.21%	51
2024 Q3	$1.01M	Hold	12,572	–	–	0.26%	46
2024 Q2	$794K	Hold	12,572	–	–	0.22%	53
2024 Q1	$825K	Hold	12,572	–	–	0.23%	52
2023 Q4	$838K	Hold	12,572	–	–	0.26%	47
2023 Q3	$656K	Hold	12,572	–	–	0.23%	50
2023 Q2	$514K	Sell	12,572 -213	-2%	-$9.84K	0.18%	56
2023 Q1	$698K	Buy	12,785 +1	+0%	+$67	0.26%	48
2022 Q4	$881K	Hold	12,784	–	–	0.35%	36
2022 Q3	$1.02M	Buy	12,784 +1	+0%	+$84	0.5%	28
2022 Q2	$1.01M	Sell	12,783 -255	-2%	-$20.8K	0.48%	29
2022 Q1	$1.24M	Buy	13,038 +211	+2%	+$18.4K	0.61%	23
2021 Q4	$1.09M	Sell	12,827 -635	-5%	-$51.8K	0.55%	24
2021 Q3	$1.05M	Buy	+13,462	New	+$964K	0.65%	20

Other funds holding SFBS

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return