Credential Qtrade Securities’s ServisFirst Bancshares SFBS Stock Holding History

Credential Qtrade 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
2024 Q1	$495K	Sell	14,928 -342	-2%	-$10.9K	0.03%	200
2023 Q4	$509K	Sell	15,270 -940	-6%	-$25.4K	0.03%	179
2023 Q3	$423K	Sell	16,210 -498	-3%	-$13.2K	0.03%	186
2023 Q2	$342K	Sell	16,708 -362	-2%	-$8.36K	0.02%	202
2023 Q1	$466K	Sell	17,070 -618	-3%	-$20.7K	0.03%	188
2022 Q4	$609K	Sell	17,688 -292	-2%	-$10.9K	0.04%	166
2022 Q3	$719K	Sell	17,980 -4,772	-21%	-$201K	0.06%	142
2022 Q2	$898K	Buy	22,752 +64	+0.3%	+$2.61K	0.06%	134
2022 Q1	$1.08M	Sell	22,688 -4,476	-16%	-$195K	0.07%	130
2021 Q4	$1.15M	Buy	27,164 +830	+3%	+$33.8K	0.08%	118
2021 Q3	$1.02M	Buy	26,334 +576	+2%	+$20.6K	0.08%	116
2021 Q2	$876K	Buy	+25,758	New	+$852K	0.07%	127

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Credential Qtrade Securities's SFBS Position: Q1 2024 in Review

Credential Qtrade Securities reduced its ServisFirst Bancshares (SFBS) stake by 2.2% in Q1 2024, selling an estimated $10.9K and leaving 14,928 shares worth $495K. The position accounts for 0.03% of the portfolio, ranked #200.

Credential Qtrade Securities first reported a position in SFBS in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.15M in Q4 2021. 253 funds tracked by Wall St. Rank hold SFBS as of Q1 2024.

Credential Qtrade Securities held 14,928 shares of ServisFirst Bancshares worth $495K as of Q1 2024.
Credential Qtrade Securities sold 342 ServisFirst Bancshares shares in Q1 2024, an estimated $10.9K.
ServisFirst Bancshares made up 0.03% of Credential Qtrade Securities's portfolio in Q1 2024, its #200 holding.
Credential Qtrade Securities first reported a position in ServisFirst Bancshares in Q2 2021 and has held it in 12 quarters since.
Credential Qtrade Securities's ServisFirst Bancshares position peaked at $1.15M in Q4 2021.
253 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.