DI
SFBS

Disciplined Investments’s ServisFirst Bancshares SFBS Stock Holding History

Disciplined 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
-10
Closed -$409 – 1294
2023
Q2 		$409 Buy
10
+5
+100% +$231 ﹤0.01% 1296
2023
Q1 		$273 Sell
5
-5
-50% -$335 ﹤0.01% 1425
2022
Q4 		$689 Sell
10
-4
-29% -$299 ﹤0.01% 1046
2022
Q3 		$1K Buy
14
+4
+40% +$337 ﹤0.01% 1070
2022
Q2 		$1K Sell
10
-3
-23% -$244 ﹤0.01% 1096
2022
Q1 		$1K Buy
+13
New +$1.14K ﹤0.01% 1163

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

Disciplined Investments's SFBS Position: Q3 2023 in Review

Disciplined Investments sold out of ServisFirst Bancshares (SFBS) in Q3 2023, closing a stake of 10 shares — an estimated $409 sold.

Disciplined Investments first reported a position in SFBS in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 240 funds tracked by Wall St. Rank hold SFBS as of Q3 2023.

  • Disciplined Investments reported no remaining ServisFirst Bancshares position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 10 ServisFirst Bancshares shares in Q3 2023, an estimated $409.
  • Disciplined Investments first reported a position in ServisFirst Bancshares in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's ServisFirst Bancshares position peaked at $1K in Q3 2022.
  • 240 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.