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Bogart Wealth LLC’s ServisFirst Bancshares SFBS Stock Holding History

Bogart Wealth LLC’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 		– Sell
-12
Closed -$437 – 2079
2026
Q1 		$437 Buy
+12
New +$475 ﹤0.01% 1632

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Bogart Wealth LLC's SFBS Position: Q2 2026 in Review

Bogart Wealth LLC sold out of ServisFirst Bancshares (SFBS) in Q2 2026, closing a stake of 12 shares — an estimated $437 sold.

Bogart Wealth LLC first reported a position in SFBS in Q1 2026 and held it in 1 quarter. The position peaked at $437 in Q1 2026. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Bogart Wealth LLC reported no remaining ServisFirst Bancshares position as of Q2 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 12 ServisFirst Bancshares shares in Q2 2026, an estimated $437.
  • Bogart Wealth LLC first reported a position in ServisFirst Bancshares in Q1 2026 and held it in 1 quarter.
  • Bogart Wealth LLC's ServisFirst Bancshares position peaked at $437 in Q1 2026.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.