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
9,490
+5,904
+165% +$466K ﹤0.01% 2245
2026
Q1 		$262K Buy
+3,586
New +$284K ﹤0.01% 2904

Other funds holding SFBS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 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

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 9,490 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. 41 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,490 shares of ServisFirst Bancshares worth $810K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,904 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.
  • 41 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.