Baker Tilly Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Baker Tilly Wealth Management’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 Q2	–	Sell	-10,632	Closed	-$706K	–	393
2024 Q1	$706K	Buy	10,632 +247	+2%	+$15.7K	0.13%	172
2023 Q4	$692K	Buy	10,385 +757	+8%	+$40.9K	0.11%	200
2023 Q3	$502K	Sell	9,628 -1,911	-17%	-$101K	0.08%	256
2023 Q2	$472K	Sell	11,539 -965	-8%	-$44.6K	0.05%	355
2023 Q1	$683K	Buy	12,504 +2,611	+26%	+$175K	0.08%	268
2022 Q4	$682K	Sell	9,893 -1,541	-13%	-$115K	0.08%	260
2022 Q3	$915K	Sell	11,434 -812	-7%	-$68.5K	0.12%	178
2022 Q2	$966K	Sell	12,246 -148	-1%	-$12.1K	0.13%	174
2022 Q1	$1.18M	Buy	+12,394	New	+$1.08M	0.13%	161

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SIG

Stonegate Investment Group Birmingham, Alabama $4.31B AUM 18.07% 1-Year Est. Return

Baker Tilly Wealth Management's SFBS Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of ServisFirst Bancshares (SFBS) in Q2 2024, closing a stake of 10,632 shares — an estimated $706K sold.

Baker Tilly Wealth Management first reported a position in SFBS in Q1 2022 and held it in 9 quarters. The position peaked at $1.18M in Q1 2022. 260 funds tracked by Wall St. Rank hold SFBS as of Q2 2024.

Baker Tilly Wealth Management reported no remaining ServisFirst Bancshares position as of Q2 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 10,632 ServisFirst Bancshares shares in Q2 2024, an estimated $706K.
Baker Tilly Wealth Management first reported a position in ServisFirst Bancshares in Q1 2022 and held it in 9 quarters.
Baker Tilly Wealth Management's ServisFirst Bancshares position peaked at $1.18M in Q1 2022.
260 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.