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SFBS

Root Financial Partners’s ServisFirst Bancshares SFBS Stock Holding History

Root Financial Partners’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 		– Sell
-240
Closed -$17.5K – 2683
2026
Q1 		$17.5K Buy
240
+119
+98% +$9.42K ﹤0.01% 1397
2025
Q4 		$8.69K Sell
121
-166
-58% -$12.2K ﹤0.01% 1559
2025
Q3 		$23.1K Buy
+287
New +$23.8K ﹤0.01% 1041

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

Root Financial Partners's SFBS Position: Q2 2026 in Review

Root Financial Partners sold out of ServisFirst Bancshares (SFBS) in Q2 2026, closing a stake of 240 shares — an estimated $17.5K sold.

Root Financial Partners first reported a position in SFBS in Q3 2025 and held it in 3 quarters. The position peaked at $23.1K in Q3 2025. 87 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Root Financial Partners reported no remaining ServisFirst Bancshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 240 ServisFirst Bancshares shares in Q2 2026, an estimated $17.5K.
  • Root Financial Partners first reported a position in ServisFirst Bancshares in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's ServisFirst Bancshares position peaked at $23.1K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.