Resolute Wealth Strategies’s ServisFirst Bancshares SFBS Stock Holding History

Resolute Wealth Strategies’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	$207K	Buy	+4,780	New	+$189K	0.08%	126
2025 Q4	–	Sell	-8,530	Closed	-$343K	–	112
2025 Q3	$343K	Buy	8,530 +16	+0.2%	+$663	0.16%	82
2025 Q2	$330K	Buy	8,514 +18	+0.2%	+$665	0.18%	83
2025 Q1	$351K	Buy	8,496 +14	+0.2%	+$608	0.2%	71
2024 Q4	$359K	Sell	8,482 -4,382	-34%	-$195K	0.18%	66
2024 Q3	$517K	Buy	12,864 +40	+0.3%	+$1.52K	0.27%	53
2024 Q2	$405K	Buy	12,824 +38	+0.3%	+$1.17K	0.23%	59
2024 Q1	$424K	Buy	12,786 +38	+0.3%	+$1.21K	0.26%	62
2023 Q4	$425K	Buy	12,748 +42	+0.3%	+$1.14K	0.29%	53
2023 Q3	$331K	Buy	12,706 +56	+0.4%	+$1.48K	0.25%	63
2023 Q2	$259K	Sell	12,650 -2,156	-15%	-$49.8K	0.2%	72
2023 Q1	$404K	Buy	+14,806	New	+$496K	0.34%	52

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Resolute Wealth Strategies's SFBS Position: Q2 2026 in Review

Resolute Wealth Strategies opened a new position in ServisFirst Bancshares (SFBS) in Q2 2026: 4,780 shares worth $207K. The stake represents 0.08% of the portfolio and ranks #126 among its holdings. This is a return to the name: Resolute Wealth Strategies previously reported a position in SFBS as recently as Q3 2025.

Resolute Wealth Strategies first reported a position in SFBS in Q1 2023 and has held it in 12 quarters since. The position peaked at $517K in Q3 2024. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Resolute Wealth Strategies held 4,780 shares of ServisFirst Bancshares worth $207K as of Q2 2026.
ServisFirst Bancshares was a new Resolute Wealth Strategies position in Q2 2026.
ServisFirst Bancshares made up 0.08% of Resolute Wealth Strategies's portfolio in Q2 2026, its #126 holding.
Resolute Wealth Strategies first reported a position in ServisFirst Bancshares in Q1 2023 and has held it in 12 quarters since.
Resolute Wealth Strategies's ServisFirst Bancshares position peaked at $517K in Q3 2024.
356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Resolute Wealth Strategies's 13F filing for Q2 2026, filed 12 Aug 2026.