AEPWM
SFBS

Atlantic Edge Private Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Atlantic Edge Private 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
2026
Q2 		$2.95K Hold
34
– – ﹤0.01% 532
2026
Q1 		$2.48K Hold
34
– – ﹤0.01% 521
2025
Q4 		$2.44K Hold
34
– – ﹤0.01% 514
2025
Q3 		$2.74K Hold
34
– – ﹤0.01% 484
2025
Q2 		$2.64K Hold
34
– – ﹤0.01% 461
2025
Q1 		$2.81K Hold
34
– – ﹤0.01% 443
2024
Q4 		$2.88K Hold
34
– – ﹤0.01% 426
2024
Q3 		$2.74K Hold
34
– – ﹤0.01% 435
2024
Q2 		$2.15K Hold
34
– – ﹤0.01% 423
2024
Q1 		$2.26K Hold
34
– – ﹤0.01% 427
2023
Q4 		$2.27K Buy
+34
New +$1.84K ﹤0.01% 415

Other funds holding SFBS

WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Atlantic Edge Private Wealth Management's SFBS Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its ServisFirst Bancshares (SFBS) position steady in Q2 2026 at 34 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Atlantic Edge Private Wealth Management first reported a position in SFBS in Q4 2023 and has held it in 11 quarters since. 82 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 34 shares of ServisFirst Bancshares worth $2.95K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its ServisFirst Bancshares share count unchanged in Q2 2026.
  • ServisFirst Bancshares made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #532 holding.
  • Atlantic Edge Private Wealth Management first reported a position in ServisFirst Bancshares in Q4 2023 and has held it in 11 quarters since.
  • 82 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.