Citizens Financial Group’s ServisFirst Bancshares SFBS Stock Holding History

Citizens Financial Group’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 Q2	–	Sell	-3,673	Closed	-$202K	–	457
2023 Q1	$202K	Buy	3,673 +478	+15%	+$32K	0.01%	434
2022 Q4	$221K	Hold	3,195	–	–	0.01%	391
2022 Q3	$256K	Buy	3,195 +295	+10%	+$24.9K	0.01%	354
2022 Q2	$230K	Sell	2,900 -327	-10%	-$26.6K	0.01%	382
2022 Q1	$308K	Sell	3,227 -1,156	-26%	-$101K	0.01%	358
2021 Q4	$373K	Sell	4,383 -502	-10%	-$40.9K	0.01%	335
2021 Q3	$381K	Buy	+4,885	New	+$350K	0.01%	322

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 $2.66B AUM 14.89% 1-Year Est. Return

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

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

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

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Citizens Financial Group's SFBS Position: Q2 2023 in Review

Citizens Financial Group sold out of ServisFirst Bancshares (SFBS) in Q2 2023, closing a stake of 3,673 shares — an estimated $202K sold.

Citizens Financial Group first reported a position in SFBS in Q3 2021 and held it in 7 quarters. The position peaked at $381K in Q3 2021. 224 funds tracked by Wall St. Rank hold SFBS as of Q2 2023.

Citizens Financial Group reported no remaining ServisFirst Bancshares position as of Q2 2023 after selling out during the quarter.
Citizens Financial Group sold 3,673 ServisFirst Bancshares shares in Q2 2023, an estimated $202K.
Citizens Financial Group first reported a position in ServisFirst Bancshares in Q3 2021 and held it in 7 quarters.
Citizens Financial Group's ServisFirst Bancshares position peaked at $381K in Q3 2021.
224 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2023.

Based on Citizens Financial Group's 13F filing for Q2 2023, filed 4 Aug 2023.