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Guggenheim Capital’s ServisFirst Bancshares SFBS Stock Holding History

Guggenheim 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
2023
Q1 		– Sell
-6,664
Closed -$230K – 2002
2022
Q4 		$230K Sell
6,664
-914
-12% -$34.1K ﹤0.01% 1762
2022
Q3 		$303K Sell
7,578
-5,208
-41% -$220K ﹤0.01% 1656
2022
Q2 		$505K Sell
12,786
-16,314
-56% -$664K ﹤0.01% 1573
2022
Q1 		$1.39M Sell
29,100
-1,700
-6% -$74.2K 0.01% 1207
2021
Q4 		$1.31M Buy
30,800
+24,178
+365% +$986K 0.01% 1252
2021
Q3 		$258K Sell
6,622
-4,042
-38% -$145K ﹤0.01% 1967
2021
Q2 		$362K Sell
10,664
-1,610
-13% -$53.2K ﹤0.01% 1948
2021
Q1 		$376K Sell
12,274
-9,242
-43% -$230K ﹤0.01% 1863
2020
Q4 		$433K Buy
+21,516
New +$417K ﹤0.01% 1699
2018
Q4 		– Sell
-15,118
Closed -$296K – 2348
2018
Q3 		$296K Buy
15,118
+2,842
+23% +$60.1K ﹤0.01% 2212
2018
Q2 		$256K Sell
12,276
-42,228
-77% -$904K ﹤0.01% 2234
2018
Q1 		$1.11M Sell
54,504
-222
-0.4% -$4.66K ﹤0.01% 2029
2017
Q4 		$1.13M Sell
54,726
-41,420
-43% -$842K ﹤0.01% 2007
2017
Q3 		$1.87M Buy
96,146
+5,318
+6% +$94.6K ﹤0.01% 1722
2017
Q2 		$1.68M Sell
90,828
-10,188
-10% -$185K ﹤0.01% 1750
2017
Q1 		$1.84M Sell
101,016
-13,936
-12% -$273K 0.01% 1722
2016
Q4 		$2.15M Buy
114,952
+12,368
+12% +$196K 0.01% 1626
2016
Q3 		$1.33M Sell
102,584
-12,872
-11% -$164K ﹤0.01% 1900
2016
Q2 		$1.43M Buy
+115,456
New +$1.42M ﹤0.01% 1796
2015
Q4 		– Sell
-139,068
Closed -$1.44M – 3072
2015
Q3 		$1.44M Buy
+139,068
New +$1.36M ﹤0.01% 1848

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Guggenheim Capital's SFBS Position: Q1 2023 in Review

Guggenheim Capital sold out of ServisFirst Bancshares (SFBS) in Q1 2023, closing a stake of 6,664 shares — an estimated $230K sold.

Guggenheim Capital first reported a position in SFBS in Q3 2015 and held it in 20 quarters. The position peaked at $2.15M in Q4 2016. 239 funds tracked by Wall St. Rank hold SFBS as of Q1 2023.

  • Guggenheim Capital reported no remaining ServisFirst Bancshares position as of Q1 2023 after selling out during the quarter.
  • Guggenheim Capital sold 6,664 ServisFirst Bancshares shares in Q1 2023, an estimated $230K.
  • Guggenheim Capital first reported a position in ServisFirst Bancshares in Q3 2015 and held it in 20 quarters.
  • Guggenheim Capital's ServisFirst Bancshares position peaked at $2.15M in Q4 2016.
  • 239 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2023.

Based on Guggenheim Capital's 13F filing for Q1 2023, filed 11 May 2023.