Financial Consulate’s ServisFirst Bancshares SFBS Stock Holding History

Financial Consulate’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	$320	Buy	+8	New	+$346	﹤0.01%	1568

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

Financial Consulate's SFBS Position: Q3 2026 in Review

Financial Consulate opened a new position in ServisFirst Bancshares (SFBS) in Q3 2026: 8 shares worth $320. The stake represents ﹤0.01% of the portfolio and ranks #1568 among its holdings.

67 funds tracked by Wall St. Rank hold SFBS as of Q3 2026.

Financial Consulate held 8 shares of ServisFirst Bancshares worth $320 as of Q3 2026.
ServisFirst Bancshares was a new Financial Consulate position in Q3 2026.
ServisFirst Bancshares made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1568 holding.
67 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.