WA
SFBS

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
Q2 		$46.7M Sell
538,620
-13,533
-2% -$1.07M 0.31% 92
2026
Q1 		$40.2M Buy
552,153
+70,298
+15% +$5.57M 0.27% 87
2025
Q4 		$34.6M Sell
481,855
-185,926
-28% -$13.6M 0.21% 98
2025
Q3 		$53.8M Buy
667,781
+160,465
+32% +$13.3M 0.29% 87
2025
Q2 		$39.3M Buy
507,316
+56,663
+13% +$4.18M 0.21% 101
2025
Q1 		$37.2M Sell
450,653
-182,358
-29% -$15.8M 0.21% 97
2024
Q4 		$53.6M Sell
633,011
-75,296
-11% -$6.69M 0.27% 94
2024
Q3 		$57M Buy
708,307
+83,804
+13% +$6.38M 0.28% 88
2024
Q2 		$39.5M Sell
624,503
-105,005
-14% -$6.48M 0.21% 101
2024
Q1 		$48.4M Sell
729,508
-107,681
-13% -$6.85M 0.25% 89
2023
Q4 		$55.8M Buy
837,189
+40,866
+5% +$2.21M 0.31% 81
2023
Q3 		$41.5M Buy
796,323
+214,878
+37% +$11.4M 0.26% 86
2023
Q2 		$23.8M Sell
581,445
-60,243
-9% -$2.78M 0.14% 115
2023
Q1 		$35.1M Sell
641,688
-52,820
-8% -$3.54M 0.22% 89
2022
Q4 		$47.9M Buy
694,508
+34,351
+5% +$2.57M 0.32% 78
2022
Q3 		$52.8M Buy
660,157
+49,946
+8% +$4.21M 0.37% 74
2022
Q2 		$48.2M Sell
610,211
-930
-0.2% -$75.7K 0.3% 87
2022
Q1 		$58.2M Sell
611,141
-20,326
-3% -$1.78M 0.29% 90
2021
Q4 		$53.6M Sell
631,467
-209,680
-25% -$17.1M 0.22% 104
2021
Q3 		$65.4M Buy
841,147
+121,602
+17% +$8.7M 0.27% 94
2021
Q2 		$48.9M Buy
719,545
+356,770
+98% +$23.6M 0.2% 109
2021
Q1 		$22.2M Buy
+362,775
New +$18M 0.1% 168

Other funds holding SFBS

TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 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

Wasatch Advisors's SFBS Position: Q2 2026 in Review

Wasatch Advisors reduced its ServisFirst Bancshares (SFBS) stake by 2.5% in Q2 2026, selling an estimated $1.07M and leaving 538,620 shares worth $46.7M. The position accounts for 0.31% of the portfolio, ranked #92.

Wasatch Advisors first reported a position in SFBS in Q1 2021 and has held it in 22 quarters since. The position peaked at $65.4M in Q3 2021. 33 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Wasatch Advisors held 538,620 shares of ServisFirst Bancshares worth $46.7M as of Q2 2026.
  • Wasatch Advisors sold 13,533 ServisFirst Bancshares shares in Q2 2026, an estimated $1.07M.
  • ServisFirst Bancshares made up 0.31% of Wasatch Advisors's portfolio in Q2 2026, its #92 holding.
  • Wasatch Advisors first reported a position in ServisFirst Bancshares in Q1 2021 and has held it in 22 quarters since.
  • Wasatch Advisors's ServisFirst Bancshares position peaked at $65.4M in Q3 2021.
  • 33 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.