James T. Borello RIA
SFBS icon

James T. Borello RIA’s ServisFirst Bancshares SFBS Stock Holding History

James T. Borello RIA’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
Q3 		$240 Sell
6
-2
-25% -$86 ﹤0.01% 1105
2026
Q2 		$347 Hold
8
– – ﹤0.01% 1081
2026
Q1 		$291 Hold
8
– – ﹤0.01% 1088
2025
Q4 		$287 Sell
8
-64
-89% -$2.35K ﹤0.01% 983
2025
Q3 		$2.9K Buy
+72
New +$2.98K ﹤0.01% 657

Other funds holding SFBS

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Watchman Group
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

James T. Borello RIA's SFBS Position: Q3 2026 in Review

James T. Borello RIA reduced its ServisFirst Bancshares (SFBS) stake by 25% in Q3 2026, selling an estimated $86 and leaving 6 shares worth $240. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

James T. Borello RIA first reported a position in SFBS in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.9K in Q3 2025. 67 funds tracked by Wall St. Rank hold SFBS as of Q3 2026.

  • James T. Borello RIA held 6 shares of ServisFirst Bancshares worth $240 as of Q3 2026.
  • James T. Borello RIA sold 2 ServisFirst Bancshares shares in Q3 2026, an estimated $86.
  • ServisFirst Bancshares made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1105 holding.
  • James T. Borello RIA first reported a position in ServisFirst Bancshares in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's ServisFirst Bancshares position peaked at $2.9K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.