Bridgeworth’s ServisFirst Bancshares SFBS Stock Holding History

Bridgeworth’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 Q4	$2.16M	Hold	64,760	–	–	0.21%	48
2023 Q3	$1.69M	Hold	64,760	–	–	0.19%	51
2023 Q2	$1.32M	Hold	64,760	–	–	0.15%	63
2023 Q1	$1.77M	Hold	64,760	–	–	0.22%	50
2022 Q4	$2.23M	Hold	64,760	–	–	0.36%	40
2022 Q3	$2.59M	Hold	64,760	–	–	0.6%	32
2022 Q2	$2.56M	Hold	64,760	–	–	0.6%	33
2022 Q1	$3.08M	Hold	64,760	–	–	0.71%	24
2021 Q4	$2.75M	Buy	+64,760	New	+$2.64M	0.61%	26
2020 Q1	–	Sell	-15,600	Closed	-$294K	–	134
2019 Q4	$294K	Sell	15,600 -11,382	-42%	-$203K	0.11%	96
2019 Q3	$447K	Buy	26,982 +52	+0.2%	+$839	0.17%	73
2019 Q2	$461K	Buy	26,930 +48	+0.2%	+$802	0.17%	70
2019 Q1	$454K	Sell	26,882 -2,050	-7%	-$35K	0.18%	70
2018 Q4	$394K	Sell	28,932 -10,368	-26%	-$187K	0.23%	64
2018 Q3	$593K	Buy	39,300 +40	+0.1%	+$845	0.33%	44
2018 Q2	$819K	Buy	39,260 +838	+2%	+$17.9K	0.35%	41
2018 Q1	$775K	Buy	+38,422	New	+$806K	0.35%	47
2017 Q3	–	Sell	-52,362	Closed	-$964K	–	121
2017 Q2	$964K	Buy	52,362 +28,432	+119%	+$517K	0.49%	40
2017 Q1	$415K	Sell	23,930 -7,176	-23%	-$141K	0.22%	81
2016 Q4	$593K	Buy	+31,106	New	+$493K	0.33%	60

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

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bridgeworth's SFBS Position: Q4 2023 in Review

Bridgeworth held its ServisFirst Bancshares (SFBS) position steady in Q4 2023 at 64,760 shares worth $2.16M. The position accounts for 0.21% of the portfolio, ranked #48.

Bridgeworth first reported a position in SFBS in Q4 2016 and has held it in 20 quarters since. The position peaked at $3.08M in Q1 2022. 251 funds tracked by Wall St. Rank hold SFBS as of Q4 2023.

Bridgeworth held 64,760 shares of ServisFirst Bancshares worth $2.16M as of Q4 2023.
Bridgeworth left its ServisFirst Bancshares share count unchanged in Q4 2023.
ServisFirst Bancshares made up 0.21% of Bridgeworth's portfolio in Q4 2023, its #48 holding.
Bridgeworth first reported a position in ServisFirst Bancshares in Q4 2016 and has held it in 20 quarters since.
Bridgeworth's ServisFirst Bancshares position peaked at $3.08M in Q1 2022.
251 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.