BCMLT
SFBS

Beacon Capital Management LLC (Tennessee)’s ServisFirst Bancshares SFBS Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q4 		– Sell
-116
Closed -$9.33K – 1192
2024
Q3 		$9.33K Buy
+116
New +$8.83K ﹤0.01% 666

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Kayne Anderson Rudnick Investment Management
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CIP
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Geode Capital Management
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Dimensional Fund Advisors
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SIG
Stonegate Investment Group Birmingham, Alabama $4.31B AUM 18.07% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SFBS Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of ServisFirst Bancshares (SFBS) in Q4 2024, closing a stake of 116 shares — an estimated $9.33K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SFBS in Q3 2024 and held it in 1 quarter. The position peaked at $9.33K in Q3 2024. 291 funds tracked by Wall St. Rank hold SFBS as of Q4 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining ServisFirst Bancshares position as of Q4 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 116 ServisFirst Bancshares shares in Q4 2024, an estimated $9.33K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in ServisFirst Bancshares in Q3 2024 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s ServisFirst Bancshares position peaked at $9.33K in Q3 2024.
  • 291 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.