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
-1,200
Closed -$80K – 206
2023
Q4 		$80K Buy
+1,200
New +$64.9K 0.02% 114
2023
Q3 		– Sell
-43,100
Closed -$1.76M – 563
2023
Q2 		$1.76M Buy
43,100
+5,975
+16% +$276K 0.27% 39
2023
Q1 		$2.03M Buy
37,125
+35,627
+2,378% +$2.39M 0.29% 31
2022
Q4 		$103K Hold
1,498
– – 0.02% 149
2022
Q3 		$120K Sell
1,498
-3,509
-70% -$296K 0.05% 119
2022
Q2 		$395K Buy
5,007
+300
+6% +$24.4K 0.13% 78
2022
Q1 		$449K Hold
4,707
– – 0.13% 74
2021
Q4 		$400K Hold
4,707
– – 0.11% 77
2021
Q3 		$366K Hold
4,707
– – 0.11% 73
2021
Q2 		$320K Sell
4,707
-191
-4% -$12.6K 0.11% 64
2021
Q1 		$300K Buy
4,898
+1,389
+40% +$69K 0.11% 66
2020
Q4 		$141K Hold
3,509
– – 0.06% 70
2020
Q3 		$119K Hold
3,509
– – 0.07% 73
2020
Q2 		$125K Sell
3,509
-7,748
-69% -$256K 0.07% 76
2020
Q1 		$330K Sell
11,257
-17,508
-61% -$613K 0.17% 57
2019
Q4 		$1.08M Hold
28,765
– – 0.66% 16
2019
Q3 		$954K Sell
28,765
-63,670
-69% -$2.05M 0.61% 16
2019
Q2 		$3.17M Buy
92,435
+85,062
+1,154% +$2.84M 1.42% 15
2019
Q1 		$249K Buy
+7,373
New +$252K 0.18% 51
2018
Q2 		– Sell
-23,217
Closed -$948K – 149
2018
Q1 		$948K Hold
23,217
– – 0.89% 27
2017
Q4 		$964K Buy
+23,217
New +$943K 0.99% 28

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 1,200 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 1,200 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.