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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
Q3 		$640 Hold
16
– – ﹤0.01% 769
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

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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's SFBS Position: Q3 2026 in Review

Gilpin Wealth Management held its ServisFirst Bancshares (SFBS) position steady in Q3 2026 at 16 shares worth $640. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Gilpin Wealth Management first reported a position in SFBS in Q4 2025 and has held it in 4 quarters since. The position peaked at $802 in Q1 2026. 9 funds tracked by Wall St. Rank hold SFBS as of Q3 2026.

  • Gilpin Wealth Management held 16 shares of ServisFirst Bancshares worth $640 as of Q3 2026.
  • Gilpin Wealth Management left its ServisFirst Bancshares share count unchanged in Q3 2026.
  • ServisFirst Bancshares made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #769 holding.
  • Gilpin Wealth Management first reported a position in ServisFirst Bancshares in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's ServisFirst Bancshares position peaked at $802 in Q1 2026.
  • 9 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.