HHM Wealth Advisors’s ServisFirst Bancshares SFBS Stock Holding History

HHM Wealth Advisors’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	$2.22M	Sell	51,130 -3,538	-6%	-$140K	0.22%	43
2026 Q1	$1.99M	Sell	54,668 -6,802	-11%	-$269K	0.23%	40
2025 Q4	$2.21M	Sell	61,470 -628	-1%	-$23K	0.26%	36
2025 Q3	$2.5M	Sell	62,098 -600	-1%	-$24.9K	0.29%	30
2025 Q2	$2.43M	Sell	62,698 -4,400	-7%	-$162K	0.29%	29
2025 Q1	$2.77M	Sell	67,098 -3,148	-4%	-$137K	0.37%	23
2024 Q4	$2.98M	Sell	70,246 -16,384	-19%	-$727K	0.4%	21
2024 Q3	$3.48M	Sell	86,630 -54,310	-39%	-$2.07M	0.49%	18
2024 Q2	$4.45M	Buy	+140,940	New	+$4.35M	0.67%	17

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

HHM Wealth Advisors's SFBS Position: Q2 2026 in Review

HHM Wealth Advisors reduced its ServisFirst Bancshares (SFBS) stake by 6.5% in Q2 2026, selling an estimated $140K and leaving 51,130 shares worth $2.22M. The position accounts for 0.22% of the portfolio, ranked #43.

HHM Wealth Advisors first reported a position in SFBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.45M in Q2 2024. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

HHM Wealth Advisors held 51,130 shares of ServisFirst Bancshares worth $2.22M as of Q2 2026.
HHM Wealth Advisors sold 3,538 ServisFirst Bancshares shares in Q2 2026, an estimated $140K.
ServisFirst Bancshares made up 0.22% of HHM Wealth Advisors's portfolio in Q2 2026, its #43 holding.
HHM Wealth Advisors first reported a position in ServisFirst Bancshares in Q2 2024 and has held it in 9 quarters since.
HHM Wealth Advisors's ServisFirst Bancshares position peaked at $4.45M in Q2 2024.
356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.