Centerpoint Advisors
SFBS icon

Centerpoint Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Centerpoint Advisors’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 		– Sell
-506
Closed -$22K – 469
2026
Q2 		$22K Sell
506
-2
-0.4% -$79 0.01% 251
2026
Q1 		$18K Buy
+508
New +$20.1K 0.01% 263

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Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Centerpoint Advisors's SFBS Position: Q3 2026 in Review

Centerpoint Advisors sold out of ServisFirst Bancshares (SFBS) in Q3 2026, closing a stake of 506 shares — an estimated $22K sold.

Centerpoint Advisors first reported a position in SFBS in Q1 2026 and held it in 2 quarters. The position peaked at $22K in Q2 2026. 194 funds tracked by Wall St. Rank hold SFBS as of Q3 2026.

  • Centerpoint Advisors reported no remaining ServisFirst Bancshares position as of Q3 2026 after selling out during the quarter.
  • Centerpoint Advisors sold 506 ServisFirst Bancshares shares in Q3 2026, an estimated $22K.
  • Centerpoint Advisors first reported a position in ServisFirst Bancshares in Q1 2026 and held it in 2 quarters.
  • Centerpoint Advisors's ServisFirst Bancshares position peaked at $22K in Q2 2026.
  • 194 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2026.

Based on Centerpoint Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.