CAL
SFBS

Capital Advisors Ltd’s ServisFirst Bancshares SFBS Stock Holding History

Capital Advisors Ltd’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
2022
Q4 		– Sell
-19
Closed -$2K – 1589
2022
Q3 		$2K Buy
+19
New +$1.6K ﹤0.01% 902

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Capital Advisors Ltd's SFBS Position: Q4 2022 in Review

Capital Advisors Ltd sold out of ServisFirst Bancshares (SFBS) in Q4 2022, closing a stake of 19 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in SFBS in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 252 funds tracked by Wall St. Rank hold SFBS as of Q4 2022.

  • Capital Advisors Ltd reported no remaining ServisFirst Bancshares position as of Q4 2022 after selling out during the quarter.
  • Capital Advisors Ltd sold 19 ServisFirst Bancshares shares in Q4 2022, an estimated $2K.
  • Capital Advisors Ltd first reported a position in ServisFirst Bancshares in Q3 2022 and held it in 1 quarter.
  • Capital Advisors Ltd's ServisFirst Bancshares position peaked at $2K in Q3 2022.
  • 252 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2022.

Based on Capital Advisors Ltd's 13F filing for Q4 2022, filed 7 Feb 2023.