Position in SFBS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$11,277
New position
Shares Held
260
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#301
of 353 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Buck Wealth Strategies, LLC holds $246,713 across 16 Banks - Regional names. SFBS ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BOH |
Bank Of Hawaii Corp
|
1,184 | $96,484 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
129 | $31,762 | |
| 3 | USB |
US Bancorp \De\
|
500 | $30,200 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
297 | $20,549 | |
| 5 | TFC |
Truist Financial Corp
|
395 | $19,678 | |
| 6 | RF |
Regions Financial Corp
|
464 | $14,012 | |
| 7 | SFBS |
ServisFirst Bancshares, Inc.
This page
|
260 | $11,277 | |
| 8 | FITB |
Fifth Third Bancorp
|
172 | $9,695 |
All Filings in SFBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,277 | 130 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||