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True Wealth Design’s ServisFirst Bancshares SFBS Stock Holding History

True Wealth Design’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
-2
Closed -$81 – 2788
2025
Q3 		$81 Hold
2
– – ﹤0.01% 2493
2025
Q2 		$78 Hold
2
– – ﹤0.01% 2300
2025
Q1 		$83 Buy
+2
New +$87 ﹤0.01% 2259
2023
Q2 		– Sell
-24
Closed -$656 – 860
2023
Q1 		$656 Buy
+24
New +$804 ﹤0.01% 474

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 $3.38T AUM 44.17% 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

True Wealth Design's SFBS Position: Q4 2025 in Review

True Wealth Design sold out of ServisFirst Bancshares (SFBS) in Q4 2025, closing a stake of 2 shares — an estimated $81 sold.

True Wealth Design first reported a position in SFBS in Q1 2023 and held it in 4 quarters. The position peaked at $656 in Q1 2023. 323 funds tracked by Wall St. Rank hold SFBS as of Q4 2025.

  • True Wealth Design reported no remaining ServisFirst Bancshares position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 2 ServisFirst Bancshares shares in Q4 2025, an estimated $81.
  • True Wealth Design first reported a position in ServisFirst Bancshares in Q1 2023 and held it in 4 quarters.
  • True Wealth Design's ServisFirst Bancshares position peaked at $656 in Q1 2023.
  • 323 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.