DI
SFBS

DFPG Investments’s ServisFirst Bancshares SFBS Stock Holding History

DFPG Investments’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
Q3 		– Sell
-7,858
Closed -$381K – 624
2023
Q2 		$381K Buy
7,858
+715
+10% +$33K 0.03% 433
2023
Q1 		$390K Buy
7,143
+1,332
+23% +$89.3K 0.04% 388
2022
Q4 		$405K Buy
+5,811
New +$434K 0.07% 295

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

DFPG Investments's SFBS Position: Q3 2023 in Review

DFPG Investments sold out of ServisFirst Bancshares (SFBS) in Q3 2023, closing a stake of 7,858 shares — an estimated $381K sold.

DFPG Investments first reported a position in SFBS in Q4 2022 and held it in 3 quarters. The position peaked at $405K in Q4 2022. 240 funds tracked by Wall St. Rank hold SFBS as of Q3 2023.

  • DFPG Investments reported no remaining ServisFirst Bancshares position as of Q3 2023 after selling out during the quarter.
  • DFPG Investments sold 7,858 ServisFirst Bancshares shares in Q3 2023, an estimated $381K.
  • DFPG Investments first reported a position in ServisFirst Bancshares in Q4 2022 and held it in 3 quarters.
  • DFPG Investments's ServisFirst Bancshares position peaked at $405K in Q4 2022.
  • 240 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2023.

Based on DFPG Investments's 13F filing for Q3 2023, filed 13 Nov 2023.