WANY
SFBS

Wealthspire Advisors (New York)’s ServisFirst Bancshares SFBS Stock Holding History

Wealthspire Advisors (New York)’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
-105
Closed -$8.46K – 2559
2025
Q3 		$8.46K Buy
+105
New +$8.7K ﹤0.01% 2102

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 $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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Wealthspire Advisors (New York)'s SFBS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of ServisFirst Bancshares (SFBS) in Q4 2025, closing a stake of 105 shares — an estimated $8.46K sold.

Wealthspire Advisors (New York) first reported a position in SFBS in Q3 2025 and held it in 1 quarter. The position peaked at $8.46K in Q3 2025. 323 funds tracked by Wall St. Rank hold SFBS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining ServisFirst Bancshares position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 105 ServisFirst Bancshares shares in Q4 2025, an estimated $8.46K.
  • Wealthspire Advisors (New York) first reported a position in ServisFirst Bancshares in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s ServisFirst Bancshares position peaked at $8.46K in Q3 2025.
  • 323 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.