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Servisfirst Bancshares shares owned by HB Wealth Management

Quarter-by-quarter ownership of Servisfirst Bancshares (SFBS) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Servisfirst Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Servisfirst Bancshares held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Servisfirst Bancshares by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 19k 66.36
2023-12-31 $1.3M 19k 66.63
2023-09-30 $912k 18k 52.17
2023-06-30 $715k 18k 40.92
2023-03-31 $925k 17k 54.63
2022-12-31 $1.2M 17k 68.91

More positions owned by HB Wealth Management

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Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for HB Wealth Management

Top funds holding Servisfirst Bancshares

BlackRock
Vanguard Group
Jpmorgan Chase & Co
Champlain Investment Partners
Welch Group
Dimensional Fund Advisors
Geode Capital Management
Principal Financial Group
Davis Asset Management
Daniel D. Thurber
Morgan Stanley
Northern Trust
Bank of New York Mellon
Charles Schwab Investment Management
Bragg Financial Advisors

View all funds holding Servisfirst Bancshares