AR
SFBS

Advisory Research’s ServisFirst Bancshares SFBS Stock Holding History

Advisory Research’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
2023
Q1 		– Sell
-3,416
Closed -$235K – 397
2022
Q4 		$235K Sell
3,416
-4,593
-57% -$343K 0.02% 322
2022
Q3 		$641K Buy
8,009
+21
+0.3% +$1.77K 0.06% 208
2022
Q2 		$630K Buy
7,988
+1,541
+24% +$125K 0.06% 197
2022
Q1 		$614K Buy
+6,447
New +$563K 0.05% 228

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Advisory Research's SFBS Position: Q1 2023 in Review

Advisory Research sold out of ServisFirst Bancshares (SFBS) in Q1 2023, closing a stake of 3,416 shares — an estimated $235K sold.

Advisory Research first reported a position in SFBS in Q1 2022 and held it in 4 quarters. The position peaked at $641K in Q3 2022. 239 funds tracked by Wall St. Rank hold SFBS as of Q1 2023.

  • Advisory Research reported no remaining ServisFirst Bancshares position as of Q1 2023 after selling out during the quarter.
  • Advisory Research sold 3,416 ServisFirst Bancshares shares in Q1 2023, an estimated $235K.
  • Advisory Research first reported a position in ServisFirst Bancshares in Q1 2022 and held it in 4 quarters.
  • Advisory Research's ServisFirst Bancshares position peaked at $641K in Q3 2022.
  • 239 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2023.

Based on Advisory Research's 13F filing for Q1 2023, filed 12 May 2023.