Fieldpoint Private Securities’s ServisFirst Bancshares SFBS Stock Holding History

Fieldpoint Private 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
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	1000
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	1289
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	1347
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	1328
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	1284
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	1331
2020 Q4	$2K	Buy	+100	New	+$1.94K	﹤0.01%	1343

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

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

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

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 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

Fieldpoint Private Securities's SFBS Position: Q2 2022 in Review

Fieldpoint Private Securities held its ServisFirst Bancshares (SFBS) position steady in Q2 2022 at 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Fieldpoint Private Securities first reported a position in SFBS in Q4 2020 and has held it in 7 quarters since. The position peaked at $5K in Q1 2022. 240 funds tracked by Wall St. Rank hold SFBS as of Q2 2022.

Fieldpoint Private Securities held 100 shares of ServisFirst Bancshares worth $4K as of Q2 2022.
Fieldpoint Private Securities left its ServisFirst Bancshares share count unchanged in Q2 2022.
ServisFirst Bancshares made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #1000 holding.
Fieldpoint Private Securities first reported a position in ServisFirst Bancshares in Q4 2020 and has held it in 7 quarters since.
Fieldpoint Private Securities's ServisFirst Bancshares position peaked at $5K in Q1 2022.
240 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.