Wallace Advisory Group’s ServisFirst Bancshares SFBS Stock Holding History

Wallace Advisory 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
2025 Q4	–	Sell	-2,754	Closed	-$213K	–	165
2025 Q3	$213K	Sell	2,754 -1,098	-29%	-$91K	0.17%	158
2025 Q2	$318K	Buy	3,852 +149	+4%	+$11K	0.23%	126
2025 Q1	$314K	Sell	3,703 -20	-0.5%	-$1.74K	0.22%	134
2024 Q4	$300K	Sell	3,723 -241	-6%	-$21.4K	0.21%	137
2024 Q3	$250K	Hold	3,964	–	–	0.18%	144
2024 Q2	$250K	Buy	+3,964	New	+$245K	0.18%	146
2024 Q1	–	Sell	-4,437	Closed	-$231K	–	188
2023 Q4	$231K	Buy	+4,437	New	+$240K	0.18%	138
2023 Q3	–	Sell	-4,805	Closed	-$262K	–	185
2023 Q2	$262K	Hold	4,805	–	–	0.2%	131
2023 Q1	$262K	Buy	+4,805	New	+$322K	0.2%	131

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wallace Advisory Group's SFBS Position: Q4 2025 in Review

Wallace Advisory Group sold out of ServisFirst Bancshares (SFBS) in Q4 2025, closing a stake of 2,754 shares — an estimated $213K sold.

Wallace Advisory Group first reported a position in SFBS in Q1 2023 and held it in 9 quarters. The position peaked at $318K in Q2 2025. 323 funds tracked by Wall St. Rank hold SFBS as of Q4 2025.

Wallace Advisory Group reported no remaining ServisFirst Bancshares position as of Q4 2025 after selling out during the quarter.
Wallace Advisory Group sold 2,754 ServisFirst Bancshares shares in Q4 2025, an estimated $213K.
Wallace Advisory Group first reported a position in ServisFirst Bancshares in Q1 2023 and held it in 9 quarters.
Wallace Advisory Group's ServisFirst Bancshares position peaked at $318K in Q2 2025.
323 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.