GWM
SFBS

Gilpin Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Gilpin Wealth Management’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 		$694 Sell
16
-6
-27% -$237 ﹤0.01% 577
2026
Q1 		$802 Buy
22
+16
+267% +$634 ﹤0.01% 515
2025
Q4 		$216 Buy
+6
New +$220 ﹤0.01% 640

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Gilpin Wealth Management's SFBS Position: Q2 2026 in Review

Gilpin Wealth Management reduced its ServisFirst Bancshares (SFBS) stake by 27% in Q2 2026, selling an estimated $237 and leaving 16 shares worth $694. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Gilpin Wealth Management first reported a position in SFBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $802 in Q1 2026. 354 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Gilpin Wealth Management held 16 shares of ServisFirst Bancshares worth $694 as of Q2 2026.
  • Gilpin Wealth Management sold 6 ServisFirst Bancshares shares in Q2 2026, an estimated $237.
  • ServisFirst Bancshares made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #577 holding.
  • Gilpin Wealth Management first reported a position in ServisFirst Bancshares in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's ServisFirst Bancshares position peaked at $802 in Q1 2026.
  • 354 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.