BWS
SFBS

Buck Wealth Strategies’s ServisFirst Bancshares SFBS Stock Holding History

Buck Wealth Strategies’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 		$11.3K Buy
+130
New +$10.3K ﹤0.01% 574

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Buck Wealth Strategies's SFBS Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in ServisFirst Bancshares (SFBS) in Q2 2026: 130 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #574 among its holdings.

161 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Buck Wealth Strategies held 130 shares of ServisFirst Bancshares worth $11.3K as of Q2 2026.
  • ServisFirst Bancshares was a new Buck Wealth Strategies position in Q2 2026.
  • ServisFirst Bancshares made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #574 holding.
  • 161 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.