Sunburst Financial Group’s ServisFirst Bancshares SFBS Stock Holding History

Sunburst Financial 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	$707K	Hold	17,684	–	–	0.11%	66
2026 Q2	$767K	Hold	17,684	–	–	0.12%	66
2026 Q1	$644K	Hold	17,684	–	–	0.12%	65
2025 Q4	$635K	Hold	17,684	–	–	0.13%	64
2025 Q3	$712K	Hold	17,684	–	–	0.15%	57
2025 Q2	$685K	Hold	17,684	–	–	0.15%	56
2025 Q1	$730K	Sell	17,684 -2,190	-11%	-$95.1K	0.18%	54
2024 Q4	$842K	Sell	19,874 -5,270	-21%	-$234K	0.21%	51
2024 Q3	$1.01M	Hold	25,144	–	–	0.26%	46
2024 Q2	$794K	Hold	25,144	–	–	0.22%	53
2024 Q1	$825K	Hold	25,144	–	–	0.23%	52
2023 Q4	$838K	Hold	25,144	–	–	0.26%	47
2023 Q3	$656K	Hold	25,144	–	–	0.23%	50
2023 Q2	$514K	Sell	25,144 -426	-2%	-$9.84K	0.18%	56
2023 Q1	$698K	Buy	25,570 +2	+0%	+$67	0.26%	48
2022 Q4	$881K	Hold	25,568	–	–	0.35%	36
2022 Q3	$1.02M	Buy	25,568 +2	+0%	+$84	0.5%	28
2022 Q2	$1.01M	Sell	25,566 -510	-2%	-$20.8K	0.48%	29
2022 Q1	$1.24M	Buy	26,076 +422	+2%	+$18.4K	0.61%	23
2021 Q4	$1.09M	Sell	25,654 -1,270	-5%	-$51.8K	0.55%	24
2021 Q3	$1.05M	Buy	+26,924	New	+$964K	0.65%	20

Other funds holding SFBS

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

AWE

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Sunburst Financial Group's SFBS Position: Q3 2026 in Review

Sunburst Financial Group held its ServisFirst Bancshares (SFBS) position steady in Q3 2026 at 17,684 shares worth $707K. The position accounts for 0.11% of the portfolio, ranked #66.

Sunburst Financial Group first reported a position in SFBS in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.24M in Q1 2022. 9 funds tracked by Wall St. Rank hold SFBS as of Q3 2026.

Sunburst Financial Group held 17,684 shares of ServisFirst Bancshares worth $707K as of Q3 2026.
Sunburst Financial Group left its ServisFirst Bancshares share count unchanged in Q3 2026.
ServisFirst Bancshares made up 0.11% of Sunburst Financial Group's portfolio in Q3 2026, its #66 holding.
Sunburst Financial Group first reported a position in ServisFirst Bancshares in Q3 2021 and has held it in 21 quarters since.
Sunburst Financial Group's ServisFirst Bancshares position peaked at $1.24M in Q1 2022.
9 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.