WPA
SFBS

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
Q2 		– Sell
-20
Closed -$728 – 798
2026
Q1 		$728 Buy
+20
New +$792 ﹤0.01% 729

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 Preservation Advisors's SFBS Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of ServisFirst Bancshares (SFBS) in Q2 2026, closing a stake of 20 shares — an estimated $728 sold.

Wealth Preservation Advisors first reported a position in SFBS in Q1 2026 and held it in 1 quarter. The position peaked at $728 in Q1 2026. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining ServisFirst Bancshares position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 20 ServisFirst Bancshares shares in Q2 2026, an estimated $728.
  • Wealth Preservation Advisors first reported a position in ServisFirst Bancshares in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's ServisFirst Bancshares position peaked at $728 in Q1 2026.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.