BIA
SFBS

BHK Investment Advisors’s ServisFirst Bancshares SFBS Stock Holding History

BHK Investment 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
2021
Q4 		– Sell
-4,402
Closed -$342K – 66
2021
Q3 		$342K Buy
4,402
+13
+0.3% +$930 0.14% 52
2021
Q2 		$298K Buy
+4,389
New +$290K 0.12% 59
2020
Q4 		– Sell
-9,606
Closed -$327K – 63
2020
Q3 		$327K Buy
9,606
+1,244
+15% +$44.7K 0.18% 43
2020
Q2 		$299K Buy
8,362
+44
+0.5% +$1.45K 0.18% 41
2020
Q1 		$244K Buy
8,318
+237
+3% +$8.3K 0.17% 44
2019
Q4 		$304K Sell
8,081
-28,776
-78% -$1.03M 0.17% 46
2019
Q3 		$1.22M Sell
36,857
-1,368
-4% -$44.1K 0.71% 28
2019
Q2 		$1.31M Buy
38,225
+222
+0.6% +$7.42K 0.74% 28
2019
Q1 		$1.28M Sell
38,003
-37,438
-50% -$1.28M 0.78% 26
2018
Q4 		$2.4M Buy
75,441
+108
+0.1% +$3.89K 1.81% 16
2018
Q3 		$2.95M Sell
75,333
-18,348
-20% -$775K 1.98% 15
2018
Q2 		$3.91M Sell
93,681
-31,831
-25% -$1.36M 2.72% 12
2018
Q1 		$5.12M Buy
125,512
+74,154
+144% +$3.11M 3.78% 11
2017
Q4 		$2.13M Buy
+51,358
New +$2.09M 1.8% 14

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
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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BHK Investment Advisors's SFBS Position: Q4 2021 in Review

BHK Investment Advisors sold out of ServisFirst Bancshares (SFBS) in Q4 2021, closing a stake of 4,402 shares — an estimated $342K sold.

BHK Investment Advisors first reported a position in SFBS in Q4 2017 and held it in 14 quarters. The position peaked at $5.12M in Q1 2018. 229 funds tracked by Wall St. Rank hold SFBS as of Q4 2021.

  • BHK Investment Advisors reported no remaining ServisFirst Bancshares position as of Q4 2021 after selling out during the quarter.
  • BHK Investment Advisors sold 4,402 ServisFirst Bancshares shares in Q4 2021, an estimated $342K.
  • BHK Investment Advisors first reported a position in ServisFirst Bancshares in Q4 2017 and held it in 14 quarters.
  • BHK Investment Advisors's ServisFirst Bancshares position peaked at $5.12M in Q1 2018.
  • 229 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2021.

Based on BHK Investment Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.