GC
SFBS

Gratus Capital’s ServisFirst Bancshares SFBS Stock Holding History

Gratus Capital’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
Q2 		$6.99M Hold
110,549
– – 0.28% 88
2024
Q1 		$7.34M Buy
110,549
+40,549
+58% +$2.58M 0.34% 83
2023
Q4 		$4.66M Hold
70,000
– – 0.26% 87
2023
Q3 		$3.65M Hold
70,000
– – 0.25% 84
2023
Q2 		$2.86M Hold
70,000
– – 0.2% 90
2023
Q1 		$3.82M Buy
+70,000
New +$4.69M 0.29% 73

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
SIG
Stonegate Investment Group Birmingham, Alabama $4.31B AUM 18.07% 1-Year Est. Return

Gratus Capital's SFBS Position: Q2 2024 in Review

Gratus Capital held its ServisFirst Bancshares (SFBS) position steady in Q2 2024 at 110,549 shares worth $6.99M. The position accounts for 0.28% of the portfolio, ranked #88.

Gratus Capital first reported a position in SFBS in Q1 2023 and has held it in 6 quarters since. The position peaked at $7.34M in Q1 2024. 260 funds tracked by Wall St. Rank hold SFBS as of Q2 2024.

  • Gratus Capital held 110,549 shares of ServisFirst Bancshares worth $6.99M as of Q2 2024.
  • Gratus Capital left its ServisFirst Bancshares share count unchanged in Q2 2024.
  • ServisFirst Bancshares made up 0.28% of Gratus Capital's portfolio in Q2 2024, its #88 holding.
  • Gratus Capital first reported a position in ServisFirst Bancshares in Q1 2023 and has held it in 6 quarters since.
  • Gratus Capital's ServisFirst Bancshares position peaked at $7.34M in Q1 2024.
  • 260 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.