Venturi Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Venturi 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 Q1	–	Sell	-52	Closed	-$4.41K	–	1590
2024 Q4	$4.41K	Hold	52	–	–	﹤0.01%	1723
2024 Q3	$4.18K	Hold	52	–	–	﹤0.01%	1529
2024 Q2	$3.29K	Hold	52	–	–	﹤0.01%	1301
2024 Q1	$3.45K	Sell	52 -5	-9%	-$318	﹤0.01%	1156
2023 Q4	$3.8K	Hold	57	–	–	﹤0.01%	1089
2023 Q3	$2.97K	Hold	57	–	–	﹤0.01%	1087
2023 Q2	$2.33K	Hold	57	–	–	﹤0.01%	897
2023 Q1	$3.11K	Buy	+57	New	+$3.82K	﹤0.01%	924

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Venturi Wealth Management's SFBS Position: Q1 2025 in Review

Venturi Wealth Management sold out of ServisFirst Bancshares (SFBS) in Q1 2025, closing a stake of 52 shares — an estimated $4.41K sold.

Venturi Wealth Management first reported a position in SFBS in Q1 2023 and held it in 8 quarters. The position peaked at $4.41K in Q4 2024. 304 funds tracked by Wall St. Rank hold SFBS as of Q1 2025.

Venturi Wealth Management reported no remaining ServisFirst Bancshares position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 52 ServisFirst Bancshares shares in Q1 2025, an estimated $4.41K.
Venturi Wealth Management first reported a position in ServisFirst Bancshares in Q1 2023 and held it in 8 quarters.
Venturi Wealth Management's ServisFirst Bancshares position peaked at $4.41K in Q4 2024.
304 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.