BBR Partners’s ServisFirst Bancshares SFBS Stock Holding History

BBR 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
2023 Q2	–	Sell	-5,300	Closed	-$290K	–	167
2023 Q1	$290K	Hold	5,300	–	–	0.03%	129
2022 Q4	$365K	Hold	5,300	–	–	0.04%	122
2022 Q3	$424K	Hold	5,300	–	–	0.05%	112
2022 Q2	$418K	Hold	5,300	–	–	0.05%	141
2022 Q1	$505K	Hold	5,300	–	–	0.05%	135
2021 Q4	$450K	Hold	5,300	–	–	0.05%	127
2021 Q3	$412K	Hold	5,300	–	–	0.03%	147
2021 Q2	$360K	Hold	5,300	–	–	0.03%	142
2021 Q1	$325K	Hold	5,300	–	–	0.03%	160
2020 Q4	$214K	Buy	+5,300	New	+$205K	0.02%	173

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

BBR Partners's SFBS Position: Q2 2023 in Review

BBR Partners sold out of ServisFirst Bancshares (SFBS) in Q2 2023, closing a stake of 5,300 shares — an estimated $290K sold.

BBR Partners first reported a position in SFBS in Q4 2020 and held it in 10 quarters. The position peaked at $505K in Q1 2022. 224 funds tracked by Wall St. Rank hold SFBS as of Q2 2023.

BBR Partners reported no remaining ServisFirst Bancshares position as of Q2 2023 after selling out during the quarter.
BBR Partners sold 5,300 ServisFirst Bancshares shares in Q2 2023, an estimated $290K.
BBR Partners first reported a position in ServisFirst Bancshares in Q4 2020 and held it in 10 quarters.
BBR Partners's ServisFirst Bancshares position peaked at $505K in Q1 2022.
224 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2023.

Based on BBR Partners's 13F filing for Q2 2023, filed 8 Aug 2023.