MPWT
SFBS

MassMutual Private Wealth & Trust’s ServisFirst Bancshares SFBS Stock Holding History

MassMutual Private Wealth & Trust’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 		$11.3K Buy
130
+19
+17% +$1.5K ﹤0.01% 1354
2026
Q1 		$8.08K Hold
111
– – ﹤0.01% 1454
2025
Q4 		$7.97K Hold
111
– – ﹤0.01% 1487
2025
Q3 		$8.94K Sell
111
-11
-9% -$911 ﹤0.01% 1445
2025
Q2 		$9.46K Sell
122
-7
-5% -$517 ﹤0.01% 1385
2025
Q1 		$10.7K Sell
129
-3
-2% -$261 ﹤0.01% 1286
2024
Q4 		$11.2K Hold
132
– – ﹤0.01% 1216
2024
Q3 		$10.6K Buy
132
+55
+71% +$4.18K ﹤0.01% 1116
2024
Q2 		$4.87K Hold
77
– – ﹤0.01% 1323
2024
Q1 		$5.11K Sell
77
-21
-21% -$1.34K ﹤0.01% 1272
2023
Q4 		$6.53K Sell
98
-24
-20% -$1.3K ﹤0.01% 1162
2023
Q3 		$6.37K Buy
122
+24
+24% +$1.27K ﹤0.01% 1170
2023
Q2 		$4.01K Buy
+98
New +$4.53K ﹤0.01% 1276
2023
Q1 		– Sell
-52
Closed -$4K – 1879
2022
Q4 		$4K Sell
52
-14
-21% -$1.05K ﹤0.01% 1097
2022
Q3 		$5K Hold
66
– – ﹤0.01% 963
2022
Q2 		$5K Buy
66
+14
+27% +$1.14K ﹤0.01% 915
2022
Q1 		$5K Hold
52
– – ﹤0.01% 940
2021
Q4 		$4K Hold
52
– – ﹤0.01% 960
2021
Q3 		$4K Sell
52
-34
-40% -$2.43K ﹤0.01% 941
2021
Q2 		$6K Buy
+86
New +$5.69K ﹤0.01% 809

Other funds holding SFBS

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

MassMutual Private Wealth & Trust's SFBS Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its ServisFirst Bancshares (SFBS) stake by 17% in Q2 2026, buying an estimated $1.5K and bringing the position to 130 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

MassMutual Private Wealth & Trust first reported a position in SFBS in Q2 2021 and has held it in 20 quarters since. 111 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • MassMutual Private Wealth & Trust held 130 shares of ServisFirst Bancshares worth $11.3K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 19 ServisFirst Bancshares shares in Q2 2026, an estimated $1.5K.
  • ServisFirst Bancshares made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1354 holding.
  • MassMutual Private Wealth & Trust first reported a position in ServisFirst Bancshares in Q2 2021 and has held it in 20 quarters since.
  • 111 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.