Cetera Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Cetera 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
2024 Q1	$2.05M	Buy	30,958 +317	+1%	+$20.2K	0.02%	803
2023 Q4	$2.04M	Sell	30,641 -439	-1%	-$23.7K	0.03%	498
2023 Q3	$1.62M	Hold	31,080	–	–	0.03%	542
2023 Q2	$1.27M	Hold	31,080	–	–	0.02%	632
2023 Q1	$1.7M	Hold	31,080	–	–	0.03%	505
2022 Q4	$2.14M	Sell	31,080 -340	-1%	-$25.4K	0.04%	423
2022 Q3	$2.51M	Hold	31,420	–	–	0.07%	311
2022 Q2	$2.48M	Hold	31,420	–	–	0.06%	329
2022 Q1	$2.99M	Hold	31,420	–	–	0.06%	326
2021 Q4	$2.67M	Sell	31,420 -1,111	-3%	-$90.6K	0.05%	332
2021 Q3	$2.53M	Hold	32,531	–	–	0.05%	350
2021 Q2	$2.21M	Hold	32,531	–	–	0.05%	343
2021 Q1	$2M	Sell	32,531 -1,900	-6%	-$94.4K	0.05%	319
2020 Q4	$1.39M	Sell	34,431 -612	-2%	-$23.7K	0.04%	346
2020 Q3	$1.19M	Buy	+35,043	New	+$1.26M	0.04%	341

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

CIP

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

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cetera Advisors's SFBS Position: Q1 2024 in Review

Cetera Advisors increased its ServisFirst Bancshares (SFBS) stake by 1% in Q1 2024, buying an estimated $20.2K and bringing the position to 30,958 shares worth $2.05M. The position accounts for 0.02% of the portfolio, ranked #803.

Cetera Advisors first reported a position in SFBS in Q3 2020 and has held it in 15 quarters since. The position peaked at $2.99M in Q1 2022. 253 funds tracked by Wall St. Rank hold SFBS as of Q1 2024.

Cetera Advisors held 30,958 shares of ServisFirst Bancshares worth $2.05M as of Q1 2024.
Cetera Advisors bought 317 ServisFirst Bancshares shares in Q1 2024, an estimated $20.2K.
ServisFirst Bancshares made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #803 holding.
Cetera Advisors first reported a position in ServisFirst Bancshares in Q3 2020 and has held it in 15 quarters since.
Cetera Advisors's ServisFirst Bancshares position peaked at $2.99M in Q1 2022.
253 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.