GIA
SFBS

Gladstone Institutional Advisory’s ServisFirst Bancshares SFBS Stock Holding History

Gladstone Institutional Advisory’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 		– Sell
-2,971
Closed -$283K – 723
2022
Q1 		$283K Buy
+2,971
New +$259K 0.02% 566

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
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
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Gladstone Institutional Advisory's SFBS Position: Q2 2022 in Review

Gladstone Institutional Advisory sold out of ServisFirst Bancshares (SFBS) in Q2 2022, closing a stake of 2,971 shares — an estimated $283K sold.

Gladstone Institutional Advisory first reported a position in SFBS in Q1 2022 and held it in 1 quarter. The position peaked at $283K in Q1 2022. 240 funds tracked by Wall St. Rank hold SFBS as of Q2 2022.

  • Gladstone Institutional Advisory reported no remaining ServisFirst Bancshares position as of Q2 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 2,971 ServisFirst Bancshares shares in Q2 2022, an estimated $283K.
  • Gladstone Institutional Advisory first reported a position in ServisFirst Bancshares in Q1 2022 and held it in 1 quarter.
  • Gladstone Institutional Advisory's ServisFirst Bancshares position peaked at $283K in Q1 2022.
  • 240 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.