FDCC
SFBS

Foster Dykema Cabot & Co’s ServisFirst Bancshares SFBS Stock Holding History

Foster Dykema Cabot & Co’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
-97
Closed -$4K – 384
2023
Q2 		$4K Buy
+97
New +$4.48K ﹤0.01% 327

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

Foster Dykema Cabot & Co's SFBS Position: Q3 2023 in Review

Foster Dykema Cabot & Co sold out of ServisFirst Bancshares (SFBS) in Q3 2023, closing a stake of 97 shares — an estimated $4K sold.

Foster Dykema Cabot & Co first reported a position in SFBS in Q2 2023 and held it in 1 quarter. The position peaked at $4K in Q2 2023. 240 funds tracked by Wall St. Rank hold SFBS as of Q3 2023.

  • Foster Dykema Cabot & Co reported no remaining ServisFirst Bancshares position as of Q3 2023 after selling out during the quarter.
  • Foster Dykema Cabot & Co sold 97 ServisFirst Bancshares shares in Q3 2023, an estimated $4K.
  • Foster Dykema Cabot & Co first reported a position in ServisFirst Bancshares in Q2 2023 and held it in 1 quarter.
  • Foster Dykema Cabot & Co's ServisFirst Bancshares position peaked at $4K in Q2 2023.
  • 240 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.