LI
SFBS

LRI Investments’s ServisFirst Bancshares SFBS Stock Holding History

LRI Investments’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 		$521 Buy
+6
New +$473 ﹤0.01% 1532

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

LRI Investments's SFBS Position: Q2 2026 in Review

LRI Investments opened a new position in ServisFirst Bancshares (SFBS) in Q2 2026: 6 shares worth $521. The stake represents ﹤0.01% of the portfolio and ranks #1532 among its holdings.

94 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • LRI Investments held 6 shares of ServisFirst Bancshares worth $521 as of Q2 2026.
  • ServisFirst Bancshares was a new LRI Investments position in Q2 2026.
  • ServisFirst Bancshares made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1532 holding.
  • 94 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.