TA
SFBS

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
Q2 		$5.68M Hold
65,463
– – 1.28% 15
2026
Q1 		$4.77M Hold
65,463
– – 1.2% 16
2025
Q4 		$4.7M Sell
65,463
-100
-0.2% -$7.34K 1.22% 16
2025
Q3 		$5.28M Hold
65,563
– – 1.43% 15
2025
Q2 		$5.08M Buy
65,563
+7
+0% +$517 1.5% 16
2025
Q1 		$5.41M Sell
65,556
-294
-0.4% -$25.5K 1.78% 13
2024
Q4 		$5.58M Buy
65,850
+5
+0% +$444 1.86% 10
2024
Q3 		$5.3M Buy
65,845
+7
+0% +$533 1.77% 11
2024
Q2 		$4.16M Buy
65,838
+7
+0% +$432 1.54% 13
2024
Q1 		$4.37M Buy
65,831
+7
+0% +$445 1.69% 11
2023
Q4 		$4.39M Buy
65,824
+7
+0% +$378 1.7% 14
2023
Q3 		$3.43M Buy
65,817
+10
+0% +$529 1.45% 16
2023
Q2 		$2.69M Sell
65,807
-33,353
-34% -$1.54M 1.11% 22
2023
Q1 		$5.42M Buy
99,160
+400
+0.4% +$26.8K 2.27% 11
2022
Q4 		$6.81M Hold
98,760
– – 2.98% 9
2022
Q3 		$7.9M Hold
98,760
– – 3.74% 7
2022
Q2 		$7.79M Hold
98,760
– – 3.62% 5
2022
Q1 		$8.39M Hold
98,760
– – 3.77% 3
2021
Q4 		$8.39M Buy
98,760
+64,060
+185% +$5.22M 3.77% 3
2021
Q3 		$2.7M Hold
34,700
– – 1.52% 16
2021
Q2 		$2.36M Hold
34,700
– – 1.38% 19
2021
Q1 		$2.13M Hold
34,700
– – 1.39% 17
2020
Q4 		$1.5M Buy
+34,700
New +$1.34M 1.29% 28

Other funds holding SFBS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

TrueWealth Advisors's SFBS Position: Q2 2026 in Review

TrueWealth Advisors held its ServisFirst Bancshares (SFBS) position steady in Q2 2026 at 65,463 shares worth $5.68M. The position accounts for 1.28% of the portfolio, ranked #15.

TrueWealth Advisors first reported a position in SFBS in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.39M in Q1 2022. 33 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • TrueWealth Advisors held 65,463 shares of ServisFirst Bancshares worth $5.68M as of Q2 2026.
  • TrueWealth Advisors left its ServisFirst Bancshares share count unchanged in Q2 2026.
  • ServisFirst Bancshares made up 1.28% of TrueWealth Advisors's portfolio in Q2 2026, its #15 holding.
  • TrueWealth Advisors first reported a position in ServisFirst Bancshares in Q4 2020 and has held it in 23 quarters since.
  • TrueWealth Advisors's ServisFirst Bancshares position peaked at $8.39M in Q1 2022.
  • 33 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.