Curi RMB Capital’s ServisFirst Bancshares SFBS Stock Holding History

Curi RMB Capital’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 Q1	–	Sell	-90,024	Closed	-$6.2M	–	501
2022 Q4	$6.2M	Sell	90,024 -45,170	-33%	-$3.37M	0.22%	120
2022 Q3	$10.8M	Buy	135,194 +58,228	+76%	+$4.91M	0.4%	81
2022 Q2	$6.07M	Sell	76,966 -22,806	-23%	-$1.86M	0.21%	121
2022 Q1	$9.51M	Hold	99,772	–	–	0.3%	91
2021 Q4	$8.47M	Sell	99,772 -884	-0.9%	-$72.1K	0.26%	98
2021 Q3	$7.83M	Sell	100,656 -15,816	-14%	-$1.13M	0.26%	100
2021 Q2	$7.92M	Hold	116,472	–	–	0.26%	100
2021 Q1	$7.14M	Buy	116,472 +38	+0%	+$1.89K	0.26%	104
2020 Q4	$4.69M	Buy	116,434 +19,790	+20%	+$767K	0.17%	130
2020 Q3	$3.29M	Buy	96,644 +18,704	+24%	+$672K	0.14%	148
2020 Q2	$2.79M	Buy	77,940 +52,676	+209%	+$1.74M	0.12%	173
2020 Q1	$741K	Buy	+25,264	New	+$885K	0.04%	333

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

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

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

Curi RMB Capital's SFBS Position: Q1 2023 in Review

Curi RMB Capital sold out of ServisFirst Bancshares (SFBS) in Q1 2023, closing a stake of 90,024 shares — an estimated $6.2M sold.

Curi RMB Capital first reported a position in SFBS in Q1 2020 and held it in 12 quarters. The position peaked at $10.8M in Q3 2022. 239 funds tracked by Wall St. Rank hold SFBS as of Q1 2023.

Curi RMB Capital reported no remaining ServisFirst Bancshares position as of Q1 2023 after selling out during the quarter.
Curi RMB Capital sold 90,024 ServisFirst Bancshares shares in Q1 2023, an estimated $6.2M.
Curi RMB Capital first reported a position in ServisFirst Bancshares in Q1 2020 and held it in 12 quarters.
Curi RMB Capital's ServisFirst Bancshares position peaked at $10.8M in Q3 2022.
239 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2023.

Based on Curi RMB Capital's 13F filing for Q1 2023, filed 11 May 2023.