GI
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GAMMA Investing’s ServisFirst Bancshares SFBS Stock Holding History

GAMMA Investing’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 		$137K Buy
3,438
+482
+16% +$20.8K ﹤0.01% 1620
2026
Q2 		$128K Buy
2,956
+570
+24% +$22.5K ﹤0.01% 1625
2026
Q1 		$86.9K Buy
2,386
+404
+20% +$16K ﹤0.01% 1791
2025
Q4 		$71.1K Sell
1,982
-730
-27% -$26.8K ﹤0.01% 1823
2025
Q3 		$109K Buy
2,712
+458
+20% +$19K 0.01% 1439
2025
Q2 		$87.4K Sell
2,254
-1,144
-34% -$42.2K 0.01% 1552
2025
Q1 		$140K Sell
3,398
-6,024
-64% -$262K 0.01% 981
2024
Q4 		$399K Buy
9,422
+7,580
+412% +$337K 0.03% 435
2024
Q3 		$74.1K Buy
1,842
+1,070
+139% +$40.7K 0.01% 1211
2024
Q2 		$24.4K Sell
772
-242
-24% -$7.47K ﹤0.01% 1718
2024
Q1 		$33.6K Sell
1,014
-238
-19% -$7.57K 0.01% 1292
2023
Q4 		$42K Buy
+1,252
New +$33.8K 0.01% 1006

Other funds holding SFBS

TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

GAMMA Investing's SFBS Position: Q3 2026 in Review

GAMMA Investing increased its ServisFirst Bancshares (SFBS) stake by 16% in Q3 2026, buying an estimated $20.8K and bringing the position to 3,438 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

GAMMA Investing first reported a position in SFBS in Q4 2023 and has held it in 12 quarters since. The position peaked at $399K in Q4 2024. 9 funds tracked by Wall St. Rank hold SFBS as of Q3 2026.

  • GAMMA Investing held 3,438 shares of ServisFirst Bancshares worth $137K as of Q3 2026.
  • GAMMA Investing bought 482 ServisFirst Bancshares shares in Q3 2026, an estimated $20.8K.
  • ServisFirst Bancshares made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1620 holding.
  • GAMMA Investing first reported a position in ServisFirst Bancshares in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's ServisFirst Bancshares position peaked at $399K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.