SBI Securities’s ServisFirst Bancshares SFBS Stock Holding History

SBI Securities’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	$960	Hold	24	–	–	﹤0.01%	2867
2026 Q2	$1.04K	Hold	24	–	–	﹤0.01%	2792
2026 Q1	$874	Hold	24	–	–	﹤0.01%	2706
2025 Q4	$861	Hold	24	–	–	﹤0.01%	2698
2025 Q3	$966	Hold	24	–	–	﹤0.01%	2701
2025 Q2	$930	Sell	24 -180	-88%	-$6.65K	﹤0.01%	2711
2025 Q1	$8.42K	Hold	204	–	–	﹤0.01%	1672
2024 Q4	$8.64K	Buy	+204	New	+$9.06K	﹤0.01%	1701

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

Mutual of America Capital Management New York $10.1B AUM 33.74% 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

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

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

SBI Securities's SFBS Position: Q3 2026 in Review

SBI Securities held its ServisFirst Bancshares (SFBS) position steady in Q3 2026 at 24 shares worth $960. The position accounts for ﹤0.01% of the portfolio, ranked #2867.

SBI Securities first reported a position in SFBS in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.64K in Q4 2024. 67 funds tracked by Wall St. Rank hold SFBS as of Q3 2026.

SBI Securities held 24 shares of ServisFirst Bancshares worth $960 as of Q3 2026.
SBI Securities left its ServisFirst Bancshares share count unchanged in Q3 2026.
ServisFirst Bancshares made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #2867 holding.
SBI Securities first reported a position in ServisFirst Bancshares in Q4 2024 and has held it in 8 quarters since.
SBI Securities's ServisFirst Bancshares position peaked at $8.64K in Q4 2024.
67 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.