HWA
SFBS

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
25,565
-1,769
-6% -$140K 0.22% 43
2026
Q1 		$1.99M Sell
27,334
-3,401
-11% -$269K 0.23% 40
2025
Q4 		$2.21M Sell
30,735
-314
-1% -$23K 0.26% 36
2025
Q3 		$2.5M Sell
31,049
-300
-1% -$24.9K 0.29% 30
2025
Q2 		$2.43M Sell
31,349
-2,200
-7% -$162K 0.29% 29
2025
Q1 		$2.77M Sell
33,549
-1,574
-4% -$137K 0.37% 23
2024
Q4 		$2.98M Sell
35,123
-8,192
-19% -$727K 0.4% 21
2024
Q3 		$3.48M Sell
43,315
-27,155
-39% -$2.07M 0.49% 18
2024
Q2 		$4.45M Buy
+70,470
New +$4.35M 0.67% 17

Other funds holding SFBS

WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 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 25,565 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. 65 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • HHM Wealth Advisors held 25,565 shares of ServisFirst Bancshares worth $2.22M as of Q2 2026.
  • HHM Wealth Advisors sold 1,769 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.
  • 65 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.