AWE
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Avidian Wealth Enterprises’s ServisFirst Bancshares SFBS Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$1.58M Sell
39,587
-3
-0% -$130 0.04% 252
2026
Q2 		$1.72M Hold
39,590
– – 0.05% 239
2026
Q1 		$1.44M Buy
+39,590
New +$1.57M 0.05% 235

Other funds holding SFBS

TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Avidian Wealth Enterprises's SFBS Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its ServisFirst Bancshares (SFBS) stake by 0.01% in Q3 2026, selling an estimated $130 and leaving 39,587 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #252.

Avidian Wealth Enterprises first reported a position in SFBS in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.72M in Q2 2026. 9 funds tracked by Wall St. Rank hold SFBS as of Q3 2026.

  • Avidian Wealth Enterprises held 39,587 shares of ServisFirst Bancshares worth $1.58M as of Q3 2026.
  • Avidian Wealth Enterprises sold 3 ServisFirst Bancshares shares in Q3 2026, an estimated $130.
  • ServisFirst Bancshares made up 0.04% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #252 holding.
  • Avidian Wealth Enterprises first reported a position in ServisFirst Bancshares in Q1 2026 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's ServisFirst Bancshares position peaked at $1.72M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.