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 Q3	$960	Hold	24	–	–	﹤0.01%	899
2026 Q2	$1.04K	Hold	24	–	–	﹤0.01%	890
2026 Q1	$874	Buy	24 +2	+9%	+$79	﹤0.01%	915
2025 Q4	$790	Sell	22 -2	-8%	-$73	﹤0.01%	950
2025 Q3	$1.06K	Hold	24	–	–	﹤0.01%	860
2025 Q2	$931	Hold	24	–	–	﹤0.01%	876
2025 Q1	$992	Hold	24	–	–	﹤0.01%	829
2024 Q4	$1.02K	Hold	24	–	–	﹤0.01%	843
2024 Q3	$966	Buy	24 +2	+9%	+$76	﹤0.01%	868
2024 Q2	$696	Buy	22 +2	+10%	+$62	﹤0.01%	930
2024 Q1	$664	Buy	20 +2	+11%	+$64	﹤0.01%	884
2023 Q4	$600	Buy	+18	New	+$487	﹤0.01%	912

Other funds holding SFBS

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

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

DiNuzzo Private Wealth's SFBS Position: Q3 2026 in Review

DiNuzzo Private Wealth held its ServisFirst Bancshares (SFBS) position steady in Q3 2026 at 24 shares worth $960. The position accounts for ﹤0.01% of the portfolio, ranked #899.

DiNuzzo Private Wealth first reported a position in SFBS in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.06K in Q3 2025. 83 funds tracked by Wall St. Rank hold SFBS as of Q3 2026.

DiNuzzo Private Wealth held 24 shares of ServisFirst Bancshares worth $960 as of Q3 2026.
DiNuzzo Private Wealth left its ServisFirst Bancshares share count unchanged in Q3 2026.
ServisFirst Bancshares made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #899 holding.
DiNuzzo Private Wealth first reported a position in ServisFirst Bancshares in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's ServisFirst Bancshares position peaked at $1.06K in Q3 2025.
83 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.