Mather Group’s ServisFirst Bancshares SFBS Stock Holding History

Mather Group’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 Q3	$2.32K	Buy	+58	New	+$2.51K	﹤0.01%	2015

Other funds holding SFBS

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

NWM

Navigate Wealth Management Birmingham, Alabama $165M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Mather Group's SFBS Position: Q3 2026 in Review

Mather Group opened a new position in ServisFirst Bancshares (SFBS) in Q3 2026: 58 shares worth $2.32K. The stake represents ﹤0.01% of the portfolio and ranks #2015 among its holdings.

26 funds tracked by Wall St. Rank hold SFBS as of Q3 2026.

Mather Group held 58 shares of ServisFirst Bancshares worth $2.32K as of Q3 2026.
ServisFirst Bancshares was a new Mather Group position in Q3 2026.
ServisFirst Bancshares made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2015 holding.
26 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.