Wealth Preservation Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Wealth Preservation 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 Q1	$728	Buy	+10	New	+$792	﹤0.01%	729

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Wealth Preservation Advisors's SFBS Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in ServisFirst Bancshares (SFBS) in Q1 2026: 10 shares worth $728. The stake represents ﹤0.01% of the portfolio and ranks #729 among its holdings.

344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

Wealth Preservation Advisors held 10 shares of ServisFirst Bancshares worth $728 as of Q1 2026.
ServisFirst Bancshares was a new Wealth Preservation Advisors position in Q1 2026.
ServisFirst Bancshares made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #729 holding.
344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.