CWS
SFBS

Confluence Wealth Services’s ServisFirst Bancshares SFBS Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-133
Closed -$11K – 993
2021
Q4 		$11K Buy
+133
New +$10.8K ﹤0.01% 900

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Confluence Wealth Services's SFBS Position: Q1 2022 in Review

Confluence Wealth Services sold out of ServisFirst Bancshares (SFBS) in Q1 2022, closing a stake of 133 shares — an estimated $11K sold.

Confluence Wealth Services first reported a position in SFBS in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 250 funds tracked by Wall St. Rank hold SFBS as of Q1 2022.

  • Confluence Wealth Services reported no remaining ServisFirst Bancshares position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 133 ServisFirst Bancshares shares in Q1 2022, an estimated $11K.
  • Confluence Wealth Services first reported a position in ServisFirst Bancshares in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's ServisFirst Bancshares position peaked at $11K in Q4 2021.
  • 250 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.