Butensky & Cohen Financial Security’s ServisFirst Bancshares SFBS Stock Holding History

Butensky & Cohen Financial Security’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	$314K	Sell	3,615 -1,076	-23%	-$84.9K	0.08%	95
2026 Q1	$342K	Sell	4,691 -319	-6%	-$25.3K	0.09%	94
2025 Q4	$360K	Hold	5,010	–	–	0.1%	93
2025 Q3	$403K	Sell	5,010 -800	-14%	-$66.3K	0.11%	90
2025 Q2	$450K	Hold	5,810	–	–	0.13%	89
2025 Q1	$480K	Buy	+5,810	New	+$505K	0.15%	89
2024 Q3	–	Sell	-5,810	Closed	-$367K	–	96
2024 Q2	$367K	Hold	5,810	–	–	0.12%	89
2024 Q1	$386K	Hold	5,810	–	–	0.12%	89
2023 Q4	$387K	Hold	5,810	–	–	0.13%	88
2023 Q3	$303K	Hold	5,810	–	–	0.11%	91
2023 Q2	$238K	Sell	5,810 -810	-12%	-$37.4K	0.09%	93
2023 Q1	$362K	Hold	6,620	–	–	0.13%	92
2022 Q4	$456K	Buy	+6,620	New	+$494K	0.17%	88

Other funds holding SFBS

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

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

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

STA

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Butensky & Cohen Financial Security's SFBS Position: Q2 2026 in Review

Butensky & Cohen Financial Security reduced its ServisFirst Bancshares (SFBS) stake by 23% in Q2 2026, selling an estimated $84.9K and leaving 3,615 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #95.

Butensky & Cohen Financial Security first reported a position in SFBS in Q4 2022 and has held it in 13 quarters since. The position peaked at $480K in Q1 2025. 47 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Butensky & Cohen Financial Security held 3,615 shares of ServisFirst Bancshares worth $314K as of Q2 2026.
Butensky & Cohen Financial Security sold 1,076 ServisFirst Bancshares shares in Q2 2026, an estimated $84.9K.
ServisFirst Bancshares made up 0.08% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #95 holding.
Butensky & Cohen Financial Security first reported a position in ServisFirst Bancshares in Q4 2022 and has held it in 13 quarters since.
Butensky & Cohen Financial Security's ServisFirst Bancshares position peaked at $480K in Q1 2025.
47 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.