LF
SFBS

LifeSteps Financial’s ServisFirst Bancshares SFBS Stock Holding History

LifeSteps Financial’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 		$260K Hold
3,000
– – 0.12% 86
2026
Q1 		$218K Hold
3,000
– – 0.14% 87
2025
Q4 		$215K Hold
3,000
– – 0.14% 86
2025
Q3 		$242K Hold
3,000
– – 0.16% 79
2025
Q2 		$233K Hold
3,000
– – 0.16% 80
2025
Q1 		$248K Hold
3,000
– – 0.2% 73
2024
Q4 		$254K Hold
3,000
– – 0.2% 74
2024
Q3 		$241K Buy
+3,000
New +$228K 0.19% 72
2024
Q2 		– Sell
-3,200
Closed -$212K – 347
2024
Q1 		$212K Hold
3,200
– – 0.16% 80
2023
Q4 		$213K Buy
+3,200
New +$173K 0.19% 76

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
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

LifeSteps Financial's SFBS Position: Q2 2026 in Review

LifeSteps Financial held its ServisFirst Bancshares (SFBS) position steady in Q2 2026 at 3,000 shares worth $260K. The position accounts for 0.12% of the portfolio, ranked #86.

LifeSteps Financial first reported a position in SFBS in Q4 2023 and has held it in 10 quarters since. 86 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • LifeSteps Financial held 3,000 shares of ServisFirst Bancshares worth $260K as of Q2 2026.
  • LifeSteps Financial left its ServisFirst Bancshares share count unchanged in Q2 2026.
  • ServisFirst Bancshares made up 0.12% of LifeSteps Financial's portfolio in Q2 2026, its #86 holding.
  • LifeSteps Financial first reported a position in ServisFirst Bancshares in Q4 2023 and has held it in 10 quarters since.
  • 86 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.