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	32,380	–	–	0.21%	48
2023 Q3	$1.69M	Hold	32,380	–	–	0.19%	51
2023 Q2	$1.32M	Hold	32,380	–	–	0.15%	63
2023 Q1	$1.77M	Hold	32,380	–	–	0.22%	50
2022 Q4	$2.23M	Hold	32,380	–	–	0.36%	40
2022 Q3	$2.59M	Hold	32,380	–	–	0.6%	32
2022 Q2	$2.56M	Hold	32,380	–	–	0.6%	33
2022 Q1	$3.08M	Hold	32,380	–	–	0.71%	24
2021 Q4	$2.75M	Buy	+32,380	New	+$2.64M	0.61%	26
2020 Q1	–	Sell	-7,800	Closed	-$294K	–	134
2019 Q4	$294K	Sell	7,800 -5,691	-42%	-$203K	0.11%	96
2019 Q3	$447K	Buy	13,491 +26	+0.2%	+$839	0.17%	73
2019 Q2	$461K	Buy	13,465 +24	+0.2%	+$802	0.17%	70
2019 Q1	$454K	Sell	13,441 -1,025	-7%	-$35K	0.18%	70
2018 Q4	$394K	Sell	14,466 -5,184	-26%	-$187K	0.23%	64
2018 Q3	$593K	Buy	19,650 +20	+0.1%	+$845	0.33%	44
2018 Q2	$819K	Buy	19,630 +419	+2%	+$17.9K	0.35%	41
2018 Q1	$775K	Buy	+19,211	New	+$805K	0.35%	47
2017 Q3	–	Sell	-26,181	Closed	-$964K	–	121
2017 Q2	$964K	Buy	26,181 +14,216	+119%	+$517K	0.49%	40
2017 Q1	$415K	Sell	11,965 -3,588	-23%	-$141K	0.22%	81
2016 Q4	$593K	Buy	+15,553	New	+$493K	0.33%	60

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bridgeworth's SFBS Position: Q4 2023 in Review

Bridgeworth held its ServisFirst Bancshares (SFBS) position steady in Q4 2023 at 32,380 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 32,380 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.