BAM
SFBS

Belpointe Asset Management’s ServisFirst Bancshares SFBS Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-270
Closed -$14.8K – 2878
2023
Q1 		$14.8K Buy
+270
New +$18.1K ﹤0.01% 2488

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
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

Belpointe Asset Management's SFBS Position: Q2 2023 in Review

Belpointe Asset Management sold out of ServisFirst Bancshares (SFBS) in Q2 2023, closing a stake of 270 shares — an estimated $14.8K sold.

Belpointe Asset Management first reported a position in SFBS in Q1 2023 and held it in 1 quarter. The position peaked at $14.8K in Q1 2023. 224 funds tracked by Wall St. Rank hold SFBS as of Q2 2023.

  • Belpointe Asset Management reported no remaining ServisFirst Bancshares position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 270 ServisFirst Bancshares shares in Q2 2023, an estimated $14.8K.
  • Belpointe Asset Management first reported a position in ServisFirst Bancshares in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's ServisFirst Bancshares position peaked at $14.8K in Q1 2023.
  • 224 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.