FourThought Financial’s ServisFirst Bancshares SFBS Stock Holding History

FourThought Financial’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 Q3	$22K	Buy	273 +95	+53%	+$8.01K	﹤0.01%	840
2022 Q2	$14K	Sell	178 -14	-7%	-$1.14K	﹤0.01%	947
2022 Q1	$18K	Buy	192 +94	+96%	+$8.21K	﹤0.01%	924
2021 Q4	$8K	Sell	98 -125	-56%	-$10.2K	﹤0.01%	1132
2021 Q3	$17K	Sell	223 -14	-6%	-$1K	﹤0.01%	988
2021 Q2	$16K	Sell	237 -17	-7%	-$1.12K	﹤0.01%	996
2021 Q1	$15K	Sell	254 -20	-7%	-$993	﹤0.01%	971
2020 Q4	$11K	Buy	+274	New	+$10.6K	﹤0.01%	1008

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

FourThought Financial's SFBS Position: Q3 2022 in Review

FourThought Financial increased its ServisFirst Bancshares (SFBS) stake by 53% in Q3 2022, buying an estimated $8.01K and bringing the position to 273 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

FourThought Financial first reported a position in SFBS in Q4 2020 and has held it in 8 quarters since. 264 funds tracked by Wall St. Rank hold SFBS as of Q3 2022.

FourThought Financial held 273 shares of ServisFirst Bancshares worth $22K as of Q3 2022.
FourThought Financial bought 95 ServisFirst Bancshares shares in Q3 2022, an estimated $8.01K.
ServisFirst Bancshares made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #840 holding.
FourThought Financial first reported a position in ServisFirst Bancshares in Q4 2020 and has held it in 8 quarters since.
264 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.