Wasatch Advisors
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Wasatch Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Wasatch 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 		$37.7M Sell
942,343
-134,897
-13% -$5.83M 0.28% 94
2026
Q2 		$46.7M Sell
1,077,240
-27,066
-2% -$1.07M 0.31% 92
2026
Q1 		$40.2M Buy
1,104,306
+140,596
+15% +$5.57M 0.27% 87
2025
Q4 		$34.6M Sell
963,710
-371,852
-28% -$13.6M 0.21% 98
2025
Q3 		$53.8M Buy
1,335,562
+320,930
+32% +$13.3M 0.29% 87
2025
Q2 		$39.3M Buy
1,014,632
+113,326
+13% +$4.18M 0.21% 101
2025
Q1 		$37.2M Sell
901,306
-364,716
-29% -$15.8M 0.21% 97
2024
Q4 		$53.6M Sell
1,266,022
-150,592
-11% -$6.69M 0.27% 94
2024
Q3 		$57M Buy
1,416,614
+167,608
+13% +$6.38M 0.28% 88
2024
Q2 		$39.5M Sell
1,249,006
-210,010
-14% -$6.48M 0.21% 101
2024
Q1 		$48.4M Sell
1,459,016
-215,362
-13% -$6.85M 0.25% 89
2023
Q4 		$55.8M Buy
1,674,378
+81,732
+5% +$2.21M 0.31% 81
2023
Q3 		$41.5M Buy
1,592,646
+429,756
+37% +$11.4M 0.26% 86
2023
Q2 		$23.8M Sell
1,162,890
-120,486
-9% -$2.78M 0.14% 115
2023
Q1 		$35.1M Sell
1,283,376
-105,640
-8% -$3.54M 0.22% 89
2022
Q4 		$47.9M Buy
1,389,016
+68,702
+5% +$2.57M 0.32% 78
2022
Q3 		$52.8M Buy
1,320,314
+99,892
+8% +$4.21M 0.37% 74
2022
Q2 		$48.2M Sell
1,220,422
-1,860
-0.2% -$75.7K 0.3% 87
2022
Q1 		$58.2M Sell
1,222,282
-40,652
-3% -$1.78M 0.29% 90
2021
Q4 		$53.6M Sell
1,262,934
-419,360
-25% -$17.1M 0.22% 104
2021
Q3 		$65.4M Buy
1,682,294
+243,204
+17% +$8.7M 0.27% 94
2021
Q2 		$48.9M Buy
1,439,090
+713,540
+98% +$23.6M 0.2% 109
2021
Q1 		$22.2M Buy
+725,550
New +$18M 0.1% 168

Other funds holding SFBS

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
WG
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
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $229M AUM 13.71% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
NWM
Navigate Wealth Management Birmingham, Alabama $165M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wasatch Advisors's SFBS Position: Q3 2026 in Review

Wasatch Advisors reduced its ServisFirst Bancshares (SFBS) stake by 13% in Q3 2026, selling an estimated $5.83M and leaving 942,343 shares worth $37.7M. The position accounts for 0.28% of the portfolio, ranked #94.

Wasatch Advisors first reported a position in SFBS in Q1 2021 and has held it in 23 quarters since. The position peaked at $65.4M in Q3 2021. 37 funds tracked by Wall St. Rank hold SFBS as of Q3 2026.

  • Wasatch Advisors held 942,343 shares of ServisFirst Bancshares worth $37.7M as of Q3 2026.
  • Wasatch Advisors sold 134,897 ServisFirst Bancshares shares in Q3 2026, an estimated $5.83M.
  • ServisFirst Bancshares made up 0.28% of Wasatch Advisors's portfolio in Q3 2026, its #94 holding.
  • Wasatch Advisors first reported a position in ServisFirst Bancshares in Q1 2021 and has held it in 23 quarters since.
  • Wasatch Advisors's ServisFirst Bancshares position peaked at $65.4M in Q3 2021.
  • 37 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2026.

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