Red Door Wealth Management, LLC SFBS — SERVISFIRST BANCSHARES INC

Ownership history in Red Door Wealth Management, LLC  ·  11 quarters on record

AI Ownership Summary

Red Door Wealth Management, LLC reported SERVISFIRST BANCSHARES INC (SFBS) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.19% in 2024 Q3. The latest visible filing shows SFBS at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SFBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Red Door Wealth Management, LLC's position in SERVISFIRST BANCSHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SFBS was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SFBS stock page Red Door Wealth Management, LLC fund profile Red Door Wealth Management, LLC full holdings
How Red Door Wealth Management, LLC held SFBS — position size vs. price
% of Fund (quarterly)    SFBS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 12,550 -112 -0.9% 0.10% $1.1M 2026-07-13 $84.92
2026 Q1 REDUCED — — — 12,662 -155 -1.2% 0.10% $922K 2026-04-22 $78.15
2025 Q4 REDUCED — — — 12,817 -672 -5.0% 0.10% $920K 2026-01-20 $75.60
2025 Q3 REDUCED — — — 13,489 -375 -2.7% 0.12% $1.1M 2025-10-10 $75.62
2025 Q2 UNCHANGED — — — 13,864 — 0% 0.13% $1.1M 2025-07-22 $81.86
2025 Q1 UNCHANGED — — — 13,864 — 0% 0.17% $1.1M 2025-04-25 $69.15
2024 Q4 UNCHANGED — — — 13,864 — 0% 0.18% $1.2M 2025-01-17 $86.61
2024 Q3 UNCHANGED — — — 13,864 — 0% 0.19% $1.1M 2024-10-16 $84.91
2024 Q2 UNCHANGED — — — 13,864 — 0% 0.15% $876K 2024-07-17 $76.13
2024 Q1 UNCHANGED — — — 13,864 — 0% 0.18% $920K 2024-04-17 $56.55
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SFBS

As of 2026 Q2 — sorted by position size

TrueWealth Advisors, LLC 3Y 1.28% Smith Thornton Advisors LLC 0.57% WASATCH ADVISORS LP 3Y 7Y 0.31% HHM Wealth Advisors, LLC 3Y 7Y 0.22% FIRETHORN WEALTH PARTNERS, LLC 3Y 0.17% Sunburst Financial Group, LLC 3Y 0.12% NJ State Employees Deferred Compensation Plan 3Y 7Y 0.08% BUTENSKY & COHEN FINANCIAL SECURITY, INC 3Y 7Y 0.08% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.07% Arlington Trust Co LLC 0.06%

FAQ About Red Door Wealth Management, LLC and SFBS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Red Door Wealth Management, LLC reported owning SFBS?

Red Door Wealth Management, LLC reported SFBS across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SFBS position in Red Door Wealth Management, LLC's portfolio?

The largest reported portfolio weight for SFBS was 0.19% in 2024 Q3.

What is the latest reported SFBS position on this page?

The most recent filing on this page is 2026 Q2, when Red Door Wealth Management, LLC reported 12,550 shares, equal to 0.10% of portfolio, with an estimated market value of $1.1M.

What does the chart on this SFBS ownership page compare?

The chart compares Red Door Wealth Management, LLC's quarterly SFBS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Red Door Wealth Management, LLC time their SFBS position?

Based on 13F filing dates vs. subsequent SFBS price moves, Red Door Wealth Management, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on SFBS relative to SPY over the holding period was -4.0%.

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