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Fortitude Family Office’s ServisFirst Bancshares SFBS Stock Holding History

Fortitude Family Office’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 		$3.76K Buy
94
+18
+24% +$778 ﹤0.01% 1719
2026
Q2 		$3.3K Buy
76
+4
+6% +$158 ﹤0.01% 1267
2026
Q1 		$2.62K Buy
72
+30
+71% +$1.19K ﹤0.01% 1186
2025
Q4 		$1.51K Buy
42
+8
+24% +$294 ﹤0.01% 1292
2025
Q3 		$1.37K Hold
34
– – ﹤0.01% 1410
2025
Q2 		$1.32K Buy
+34
New +$1.25K ﹤0.01% 1384

Other funds holding SFBS

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
NWM
Navigate Wealth Management Birmingham, Alabama $165M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return

Fortitude Family Office's SFBS Position: Q3 2026 in Review

Fortitude Family Office increased its ServisFirst Bancshares (SFBS) stake by 24% in Q3 2026, buying an estimated $778 and bringing the position to 94 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Fortitude Family Office first reported a position in SFBS in Q2 2025 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold SFBS as of Q3 2026.

  • Fortitude Family Office held 94 shares of ServisFirst Bancshares worth $3.76K as of Q3 2026.
  • Fortitude Family Office bought 18 ServisFirst Bancshares shares in Q3 2026, an estimated $778.
  • ServisFirst Bancshares made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1719 holding.
  • Fortitude Family Office first reported a position in ServisFirst Bancshares in Q2 2025 and has held it in 6 quarters since.
  • 19 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.