Concourse Financial Group Securities’s ServisFirst Bancshares SFBS Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-400	Closed	-$35.7K	–	1699
2024 Q4	$35.7K	Hold	400	–	–	﹤0.01%	1340
2024 Q3	$32.2K	Hold	400	–	–	﹤0.01%	1354
2024 Q2	$25.3K	Hold	400	–	–	﹤0.01%	1444
2024 Q1	$26.7K	Hold	400	–	–	﹤0.01%	1422
2023 Q4	$26.8K	Hold	400	–	–	﹤0.01%	1387
2023 Q3	$21K	Hold	400	–	–	﹤0.01%	1422
2023 Q2	$16.5K	Hold	400	–	–	﹤0.01%	1507
2023 Q1	$22K	Buy	+400	New	+$26.8K	﹤0.01%	1431
2020 Q2	–	Sell	-229	Closed	-$7.56K	–	2234
2020 Q1	$7K	Sell	229 -599	-72%	-$21K	﹤0.01%	1571
2019 Q4	$31K	Buy	+828	New	+$29.6K	﹤0.01%	1117
2019 Q3	–	Sell	-826	Closed	-$26.7K	–	2098
2019 Q2	$28K	Buy	826 +1	+0.1%	+$33	﹤0.01%	1112
2019 Q1	$27K	Sell	825 -69,063	-99%	-$2.36M	﹤0.01%	1137
2018 Q4	$2.23M	Buy	+69,888	New	+$2.52M	0.27%	74

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Concourse Financial Group Securities's SFBS Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of ServisFirst Bancshares (SFBS) in Q1 2025, closing a stake of 400 shares — an estimated $35.7K sold.

Concourse Financial Group Securities first reported a position in SFBS in Q4 2018 and held it in 13 quarters. The position peaked at $2.23M in Q4 2018. 304 funds tracked by Wall St. Rank hold SFBS as of Q1 2025.

Concourse Financial Group Securities reported no remaining ServisFirst Bancshares position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 400 ServisFirst Bancshares shares in Q1 2025, an estimated $35.7K.
Concourse Financial Group Securities first reported a position in ServisFirst Bancshares in Q4 2018 and held it in 13 quarters.
Concourse Financial Group Securities's ServisFirst Bancshares position peaked at $2.23M in Q4 2018.
304 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.