GRP
SFBS

Global Retirement Partners’s ServisFirst Bancshares SFBS Stock Holding History

Global Retirement Partners’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
Q1 		– Sell
-1
Closed -$69 – 3325
2022
Q4 		$69 Hold
1
– – ﹤0.01% 2984
2022
Q3 		$0 Sell
1
-28
-97% -$2.36K ﹤0.01% 2941
2022
Q2 		$2K Buy
29
+16
+123% +$1.3K ﹤0.01% 2262
2022
Q1 		$1K Buy
+13
New +$1.14K ﹤0.01% 2508

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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Global Retirement Partners's SFBS Position: Q1 2023 in Review

Global Retirement Partners sold out of ServisFirst Bancshares (SFBS) in Q1 2023, closing a stake of 1 share — an estimated $69 sold.

Global Retirement Partners first reported a position in SFBS in Q1 2022 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 239 funds tracked by Wall St. Rank hold SFBS as of Q1 2023.

  • Global Retirement Partners reported no remaining ServisFirst Bancshares position as of Q1 2023 after selling out during the quarter.
  • Global Retirement Partners sold 1 ServisFirst Bancshares share in Q1 2023, an estimated $69.
  • Global Retirement Partners first reported a position in ServisFirst Bancshares in Q1 2022 and held it in 4 quarters.
  • Global Retirement Partners's ServisFirst Bancshares position peaked at $2K in Q2 2022.
  • 239 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.