Wealth Enhancement Advisory Services
SFBS

Wealth Enhancement Advisory Services’s ServisFirst Bancshares SFBS Stock Holding History

Wealth Enhancement Advisory Services’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 		$810K Buy
18,980
+11,808
+165% +$466K ﹤0.01% 2245
2026
Q1 		$262K Buy
+7,172
New +$284K ﹤0.01% 2904

Other funds holding SFBS

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Wealth Enhancement Advisory Services's SFBS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its ServisFirst Bancshares (SFBS) stake by 165% in Q2 2026, buying an estimated $466K and bringing the position to 18,980 shares worth $810K. The position accounts for ﹤0.01% of the portfolio, ranked #2245.

Wealth Enhancement Advisory Services first reported a position in SFBS in Q1 2026 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 18,980 shares of ServisFirst Bancshares worth $810K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 11,808 ServisFirst Bancshares shares in Q2 2026, an estimated $466K.
  • ServisFirst Bancshares made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2245 holding.
  • Wealth Enhancement Advisory Services first reported a position in ServisFirst Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.