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

Wealth Enhancement Trust 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	$2.34K	Buy	+27	New	+$2.13K	﹤0.01%	973

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in ServisFirst Bancshares (SFBS) in Q2 2026: 27 shares worth $2.34K. The stake represents ﹤0.01% of the portfolio and ranks #973 among its holdings.

251 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Wealth Enhancement Trust Services held 27 shares of ServisFirst Bancshares worth $2.34K as of Q2 2026.
ServisFirst Bancshares was a new Wealth Enhancement Trust Services position in Q2 2026.
ServisFirst Bancshares made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #973 holding.
251 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

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