AT
SFBS

Arlington Trust’s ServisFirst Bancshares SFBS Stock Holding History

Arlington Trust’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
2026
Q2 		$703K Sell
8,100
-105,665
-93% -$8.34M 0.06% 52
2026
Q1 		$8.29M Buy
113,765
+110,415
+3,296% +$8.74M 0.73% 10
2025
Q4 		$240K Hold
3,350
– – 0.02% 80
2025
Q3 		$270K Sell
3,350
-7
-0.2% -$580 0.05% 149
2025
Q2 		$260K Buy
3,357
+7
+0.2% +$517 0.05% 148
2025
Q1 		$277K Hold
3,350
– – 0.06% 141
2024
Q4 		$284K Hold
3,350
– – 0.06% 145
2024
Q3 		$270K Sell
3,350
-39,600
-92% -$3.01M 0.06% 139
2024
Q2 		$2.71M Hold
42,950
– – 0.64% 20
2024
Q1 		$2.85M Buy
42,950
+225
+0.5% +$14.3K 0.73% 18
2023
Q4 		$2.85M Buy
+42,725
New +$2.31M 0.8% 17

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WA
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TA
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WCM
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HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return