DPW
SFBS

DiNuzzo Private Wealth’s ServisFirst Bancshares SFBS Stock Holding History

DiNuzzo Private Wealth’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 		$1.04K Hold
12
– – ﹤0.01% 890
2026
Q1 		$874 Buy
12
+1
+9% +$79 ﹤0.01% 915
2025
Q4 		$790 Sell
11
-1
-8% -$73 ﹤0.01% 950
2025
Q3 		$1.06K Hold
12
– – ﹤0.01% 860
2025
Q2 		$931 Hold
12
– – ﹤0.01% 876
2025
Q1 		$992 Hold
12
– – ﹤0.01% 829
2024
Q4 		$1.02K Hold
12
– – ﹤0.01% 843
2024
Q3 		$966 Buy
12
+1
+9% +$76 ﹤0.01% 868
2024
Q2 		$696 Buy
11
+1
+10% +$62 ﹤0.01% 930
2024
Q1 		$664 Buy
10
+1
+11% +$64 ﹤0.01% 884
2023
Q4 		$600 Buy
+9
New +$486 ﹤0.01% 912

Other funds holding SFBS

WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
WA
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
TA
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
WG
Watchman Group Plano, Texas $447M AUM 18.59% 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

DiNuzzo Private Wealth's SFBS Position: Q2 2026 in Review

DiNuzzo Private Wealth held its ServisFirst Bancshares (SFBS) position steady in Q2 2026 at 12 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

DiNuzzo Private Wealth first reported a position in SFBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06K in Q3 2025. 86 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • DiNuzzo Private Wealth held 12 shares of ServisFirst Bancshares worth $1.04K as of Q2 2026.
  • DiNuzzo Private Wealth left its ServisFirst Bancshares share count unchanged in Q2 2026.
  • ServisFirst Bancshares made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #890 holding.
  • DiNuzzo Private Wealth first reported a position in ServisFirst Bancshares in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's ServisFirst Bancshares position peaked at $1.06K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.