AP
SFBS

Arlington Partners’s ServisFirst Bancshares SFBS Stock Holding History

Arlington Partners’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
2024
Q1 		– Sell
-2,400
Closed -$80K – 206
2023
Q4 		$80K Buy
+2,400
New +$64.9K 0.02% 114
2023
Q3 		– Sell
-86,200
Closed -$1.76M – 563
2023
Q2 		$1.76M Buy
86,200
+11,950
+16% +$276K 0.27% 39
2023
Q1 		$2.03M Buy
74,250
+71,254
+2,378% +$2.39M 0.29% 31
2022
Q4 		$103K Hold
2,996
– – 0.02% 149
2022
Q3 		$120K Sell
2,996
-7,018
-70% -$296K 0.05% 119
2022
Q2 		$395K Buy
10,014
+600
+6% +$24.4K 0.13% 78
2022
Q1 		$449K Hold
9,414
– – 0.13% 74
2021
Q4 		$400K Hold
9,414
– – 0.11% 77
2021
Q3 		$366K Hold
9,414
– – 0.11% 73
2021
Q2 		$320K Sell
9,414
-382
-4% -$12.6K 0.11% 64
2021
Q1 		$300K Buy
9,796
+2,778
+40% +$69K 0.11% 66
2020
Q4 		$141K Hold
7,018
– – 0.06% 70
2020
Q3 		$119K Hold
7,018
– – 0.07% 73
2020
Q2 		$125K Sell
7,018
-15,496
-69% -$256K 0.07% 76
2020
Q1 		$330K Sell
22,514
-35,016
-61% -$613K 0.17% 57
2019
Q4 		$1.08M Hold
57,530
– – 0.66% 16
2019
Q3 		$954K Sell
57,530
-127,340
-69% -$2.05M 0.61% 16
2019
Q2 		$3.17M Buy
184,870
+170,124
+1,154% +$2.84M 1.42% 15
2019
Q1 		$249K Buy
+14,746
New +$252K 0.18% 51
2018
Q2 		– Sell
-46,434
Closed -$948K – 149
2018
Q1 		$948K Hold
46,434
– – 0.89% 27
2017
Q4 		$964K Buy
+46,434
New +$944K 0.99% 28

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Arlington Partners's SFBS Position: Q1 2024 in Review

Arlington Partners sold out of ServisFirst Bancshares (SFBS) in Q1 2024, closing a stake of 2,400 shares — an estimated $80K sold.

Arlington Partners first reported a position in SFBS in Q4 2017 and held it in 21 quarters. The position peaked at $3.17M in Q2 2019. 253 funds tracked by Wall St. Rank hold SFBS as of Q1 2024.

  • Arlington Partners reported no remaining ServisFirst Bancshares position as of Q1 2024 after selling out during the quarter.
  • Arlington Partners sold 2,400 ServisFirst Bancshares shares in Q1 2024, an estimated $80K.
  • Arlington Partners first reported a position in ServisFirst Bancshares in Q4 2017 and held it in 21 quarters.
  • Arlington Partners's ServisFirst Bancshares position peaked at $3.17M in Q2 2019.
  • 253 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.