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	221,098	–	–	0.28%	88
2024 Q1	$7.34M	Buy	221,098 +81,098	+58%	+$2.58M	0.34%	83
2023 Q4	$4.66M	Hold	140,000	–	–	0.26%	87
2023 Q3	$3.65M	Hold	140,000	–	–	0.25%	84
2023 Q2	$2.86M	Hold	140,000	–	–	0.2%	90
2023 Q1	$3.82M	Buy	+140,000	New	+$4.69M	0.29%	73

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 221,098 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 221,098 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.