CONA
SFBS

Capital One National Association’s ServisFirst Bancshares SFBS Stock Holding History

Capital One National Association’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
2018
Q2 		$580K Sell
13,889
-1,343
-9% -$57.5K 0.04% 305
2018
Q1 		$622K Buy
+15,232
New +$639K 0.04% 306

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital One National Association's SFBS Position: Q2 2018 in Review

Capital One National Association reduced its ServisFirst Bancshares (SFBS) stake by 8.8% in Q2 2018, selling an estimated $57.5K and leaving 13,889 shares worth $580K. The position accounts for 0.04% of the portfolio, ranked #305.

Capital One National Association first reported a position in SFBS in Q1 2018 and has held it in 2 quarters since. The position peaked at $622K in Q1 2018. 156 funds tracked by Wall St. Rank hold SFBS as of Q2 2018.

  • Capital One National Association held 13,889 shares of ServisFirst Bancshares worth $580K as of Q2 2018.
  • Capital One National Association sold 1,343 ServisFirst Bancshares shares in Q2 2018, an estimated $57.5K.
  • ServisFirst Bancshares made up 0.04% of Capital One National Association's portfolio in Q2 2018, its #305 holding.
  • Capital One National Association first reported a position in ServisFirst Bancshares in Q1 2018 and has held it in 2 quarters since.
  • Capital One National Association's ServisFirst Bancshares position peaked at $622K in Q1 2018.
  • 156 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2018.

Based on Capital One National Association's 13F filing for Q2 2018, filed 16 Jul 2018.