Benjamin F. Edwards & Company’s ServisFirst Bancshares SFBS Stock Holding History

Benjamin F. Edwards & Company’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	$2.19M	Buy	69,290 +1,886	+3%	+$58.2K	0.04%	354
2024 Q1	$2.24M	Buy	67,404 +928	+1%	+$29.5K	0.04%	345
2023 Q4	$2.21M	Sell	66,476 -2	-0%	-$54	0.04%	325
2023 Q3	$1.73M	Sell	66,478 -4,816	-7%	-$127K	0.07%	263
2023 Q2	$1.46M	Buy	+71,294	New	+$1.65M	0.06%	298
2019 Q2	–	Sell	-6,000	Closed	-$101K	–	1970
2019 Q1	$101K	Buy	+6,000	New	+$102K	0.01%	686

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

Benjamin F. Edwards & Company's SFBS Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its ServisFirst Bancshares (SFBS) stake by 2.8% in Q2 2024, buying an estimated $58.2K and bringing the position to 69,290 shares worth $2.19M. The position accounts for 0.04% of the portfolio, ranked #354.

Benjamin F. Edwards & Company first reported a position in SFBS in Q1 2019 and has held it in 6 quarters since. The position peaked at $2.24M in Q1 2024. 260 funds tracked by Wall St. Rank hold SFBS as of Q2 2024.

Benjamin F. Edwards & Company held 69,290 shares of ServisFirst Bancshares worth $2.19M as of Q2 2024.
Benjamin F. Edwards & Company bought 1,886 ServisFirst Bancshares shares in Q2 2024, an estimated $58.2K.
ServisFirst Bancshares made up 0.04% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #354 holding.
Benjamin F. Edwards & Company first reported a position in ServisFirst Bancshares in Q1 2019 and has held it in 6 quarters since.
Benjamin F. Edwards & Company's ServisFirst Bancshares position peaked at $2.24M in Q1 2024.
260 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.