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TrueWealth Advisors’s ServisFirst Bancshares SFBS Stock Holding History

TrueWealth Advisors’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 		$5.23M Hold
130,926
– – 1.18% 19
2026
Q2 		$5.68M Hold
130,926
– – 1.28% 15
2026
Q1 		$4.77M Hold
130,926
– – 1.2% 16
2025
Q4 		$4.7M Sell
130,926
-200
-0.2% -$7.34K 1.22% 16
2025
Q3 		$5.28M Hold
131,126
– – 1.43% 15
2025
Q2 		$5.08M Buy
131,126
+14
+0% +$517 1.5% 16
2025
Q1 		$5.41M Sell
131,112
-588
-0.4% -$25.5K 1.78% 13
2024
Q4 		$5.58M Buy
131,700
+10
+0% +$444 1.86% 10
2024
Q3 		$5.3M Buy
131,690
+14
+0% +$533 1.77% 11
2024
Q2 		$4.16M Buy
131,676
+14
+0% +$432 1.54% 13
2024
Q1 		$4.37M Buy
131,662
+14
+0% +$445 1.69% 11
2023
Q4 		$4.39M Buy
131,648
+14
+0% +$378 1.7% 14
2023
Q3 		$3.43M Buy
131,634
+20
+0% +$529 1.45% 16
2023
Q2 		$2.69M Sell
131,614
-66,706
-34% -$1.54M 1.11% 22
2023
Q1 		$5.42M Buy
198,320
+800
+0.4% +$26.8K 2.27% 11
2022
Q4 		$6.81M Hold
197,520
– – 2.98% 9
2022
Q3 		$7.9M Hold
197,520
– – 3.74% 7
2022
Q2 		$7.79M Hold
197,520
– – 3.62% 5
2022
Q1 		$8.39M Hold
197,520
– – 3.77% 3
2021
Q4 		$8.39M Buy
197,520
+128,120
+185% +$5.22M 3.77% 3
2021
Q3 		$2.7M Hold
69,400
– – 1.52% 16
2021
Q2 		$2.36M Hold
69,400
– – 1.38% 19
2021
Q1 		$2.14M Hold
69,400
– – 1.39% 17
2020
Q4 		$1.5M Buy
+69,400
New +$1.35M 1.29% 28

Other funds holding SFBS

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Watchman Group
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TrueWealth Advisors's SFBS Position: Q3 2026 in Review

TrueWealth Advisors held its ServisFirst Bancshares (SFBS) position steady in Q3 2026 at 130,926 shares worth $5.23M. The position accounts for 1.18% of the portfolio, ranked #19.

TrueWealth Advisors first reported a position in SFBS in Q4 2020 and has held it in 24 quarters since. The position peaked at $8.39M in Q1 2022. 62 funds tracked by Wall St. Rank hold SFBS as of Q3 2026.

  • TrueWealth Advisors held 130,926 shares of ServisFirst Bancshares worth $5.23M as of Q3 2026.
  • TrueWealth Advisors left its ServisFirst Bancshares share count unchanged in Q3 2026.
  • ServisFirst Bancshares made up 1.18% of TrueWealth Advisors's portfolio in Q3 2026, its #19 holding.
  • TrueWealth Advisors first reported a position in ServisFirst Bancshares in Q4 2020 and has held it in 24 quarters since.
  • TrueWealth Advisors's ServisFirst Bancshares position peaked at $8.39M in Q1 2022.
  • 62 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.