BDO Wealth Advisors’s ServisFirst Bancshares SFBS Stock Holding History

BDO Wealth Advisors’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	$1.39K	Hold	34	–	–	﹤0.01%	880
2023 Q1	$1.86K	Hold	34	–	–	﹤0.01%	912
2022 Q4	$2.34K	Hold	34	–	–	﹤0.01%	856
2022 Q3	$3K	Hold	34	–	–	﹤0.01%	894
2022 Q2	$3K	Hold	34	–	–	﹤0.01%	868
2022 Q1	$3K	Hold	34	–	–	﹤0.01%	903
2021 Q4	$3K	Hold	34	–	–	﹤0.01%	914
2021 Q3	$3K	Hold	34	–	–	﹤0.01%	921
2021 Q2	$2K	Hold	34	–	–	﹤0.01%	1006
2021 Q1	$2K	Hold	34	–	–	﹤0.01%	1013
2020 Q4	$1K	Hold	34	–	–	﹤0.01%	881
2020 Q3	$1K	Buy	+34	New	+$1.22K	﹤0.01%	817

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

BDO Wealth Advisors's SFBS Position: Q2 2023 in Review

BDO Wealth Advisors held its ServisFirst Bancshares (SFBS) position steady in Q2 2023 at 34 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

BDO Wealth Advisors first reported a position in SFBS in Q3 2020 and has held it in 12 quarters since. The position peaked at $3K in Q3 2022. 224 funds tracked by Wall St. Rank hold SFBS as of Q2 2023.

BDO Wealth Advisors held 34 shares of ServisFirst Bancshares worth $1.39K as of Q2 2023.
BDO Wealth Advisors left its ServisFirst Bancshares share count unchanged in Q2 2023.
ServisFirst Bancshares made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #880 holding.
BDO Wealth Advisors first reported a position in ServisFirst Bancshares in Q3 2020 and has held it in 12 quarters since.
BDO Wealth Advisors's ServisFirst Bancshares position peaked at $3K in Q3 2022.
224 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.