CoreCap Advisors’s ServisFirst Bancshares SFBS Stock Holding History

CoreCap 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	-48	Closed	-$2.08K	–	3328
2026 Q2	$2.08K	Buy	+48	New	+$1.89K	﹤0.01%	2525

Other funds holding SFBS

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

CoreCap Advisors's SFBS Position: Q3 2026 in Review

CoreCap Advisors sold out of ServisFirst Bancshares (SFBS) in Q3 2026, closing a stake of 48 shares — an estimated $2.08K sold.

CoreCap Advisors first reported a position in SFBS in Q2 2026 and held it in 1 quarter. The position peaked at $2.08K in Q2 2026. 9 funds tracked by Wall St. Rank hold SFBS as of Q3 2026.

CoreCap Advisors reported no remaining ServisFirst Bancshares position as of Q3 2026 after selling out during the quarter.
CoreCap Advisors sold 48 ServisFirst Bancshares shares in Q3 2026, an estimated $2.08K.
CoreCap Advisors first reported a position in ServisFirst Bancshares in Q2 2026 and held it in 1 quarter.
CoreCap Advisors's ServisFirst Bancshares position peaked at $2.08K in Q2 2026.
9 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.