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	-21,264	Closed	-$706K	–	393
2024 Q1	$706K	Buy	21,264 +494	+2%	+$15.7K	0.13%	172
2023 Q4	$692K	Buy	20,770 +1,514	+8%	+$40.9K	0.11%	200
2023 Q3	$502K	Sell	19,256 -3,822	-17%	-$101K	0.08%	256
2023 Q2	$472K	Sell	23,078 -1,930	-8%	-$44.6K	0.05%	355
2023 Q1	$683K	Buy	25,008 +5,222	+26%	+$175K	0.08%	268
2022 Q4	$682K	Sell	19,786 -3,082	-13%	-$115K	0.08%	260
2022 Q3	$915K	Sell	22,868 -1,624	-7%	-$68.5K	0.12%	178
2022 Q2	$966K	Sell	24,492 -296	-1%	-$12.1K	0.13%	174
2022 Q1	$1.18M	Buy	+24,788	New	+$1.08M	0.13%	161

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 21,264 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 21,264 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.