Advisor Group’s ServisFirst Bancshares SFBS Stock Holding History

Advisor Group’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
2019 Q4	$5K	Buy	276 +220	+393%	+$3.93K	﹤0.01%	4684
2019 Q3	$1K	Buy	+56	New	+$904	﹤0.01%	5158
2019 Q2	–	Sell	-1,000	Closed	-$17K	–	5345
2019 Q1	$17K	Hold	1,000	–	–	﹤0.01%	4068
2018 Q4	$16K	Buy	1,000 +156	+18%	+$2.81K	﹤0.01%	3958
2018 Q3	$17K	Sell	844 -256	-23%	-$5.41K	﹤0.01%	3988
2018 Q2	$23K	Sell	1,100 -332	-23%	-$7.11K	﹤0.01%	3636
2018 Q1	$29K	Hold	1,432	–	–	﹤0.01%	3461
2017 Q4	$30K	Buy	1,432 +14	+1%	+$284	﹤0.01%	3440
2017 Q3	$27K	Sell	1,418 -1,614	-53%	-$28.7K	﹤0.01%	3389
2017 Q2	$56K	Buy	3,032 +102	+3%	+$1.86K	﹤0.01%	2763
2017 Q1	$54K	Sell	2,930 -122	-4%	-$2.39K	﹤0.01%	2642
2016 Q4	$57K	Sell	3,052 -2,864	-48%	-$45.4K	﹤0.01%	2520
2016 Q3	$77K	Sell	5,916 -52	-0.9%	-$664	﹤0.01%	2199
2016 Q2	$73K	Buy	+5,968	New	+$73.3K	﹤0.01%	2148

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor Group's SFBS Position: Q4 2019 in Review

Advisor Group increased its ServisFirst Bancshares (SFBS) stake by 393% in Q4 2019, buying an estimated $3.93K and bringing the position to 276 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #4684.

Advisor Group first reported a position in SFBS in Q2 2016 and has held it in 14 quarters since. The position peaked at $77K in Q3 2016. 146 funds tracked by Wall St. Rank hold SFBS as of Q4 2019.

Advisor Group held 276 shares of ServisFirst Bancshares worth $5K as of Q4 2019.
Advisor Group bought 220 ServisFirst Bancshares shares in Q4 2019, an estimated $3.93K.
ServisFirst Bancshares made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4684 holding.
Advisor Group first reported a position in ServisFirst Bancshares in Q2 2016 and has held it in 14 quarters since.
Advisor Group's ServisFirst Bancshares position peaked at $77K in Q3 2016.
146 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.