GI
SFBS

Gradient Investments’s ServisFirst Bancshares SFBS Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-30
Closed -$2K – 1737
2023
Q4 		$2K Hold
30
– – ﹤0.01% 1230
2023
Q3 		$1.56K Buy
+30
New +$1.59K ﹤0.01% 1240

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Gradient Investments's SFBS Position: Q1 2024 in Review

Gradient Investments sold out of ServisFirst Bancshares (SFBS) in Q1 2024, closing a stake of 30 shares — an estimated $2K sold.

Gradient Investments first reported a position in SFBS in Q3 2023 and held it in 2 quarters. The position peaked at $2K in Q4 2023. 253 funds tracked by Wall St. Rank hold SFBS as of Q1 2024.

  • Gradient Investments reported no remaining ServisFirst Bancshares position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 30 ServisFirst Bancshares shares in Q1 2024, an estimated $2K.
  • Gradient Investments first reported a position in ServisFirst Bancshares in Q3 2023 and held it in 2 quarters.
  • Gradient Investments's ServisFirst Bancshares position peaked at $2K in Q4 2023.
  • 253 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.