GC
SFBS

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
-3,332
Closed -$230K – 2002
2022
Q4 		$230K Sell
3,332
-457
-12% -$34.1K ﹤0.01% 1762
2022
Q3 		$303K Sell
3,789
-2,604
-41% -$220K ﹤0.01% 1656
2022
Q2 		$505K Sell
6,393
-8,157
-56% -$664K ﹤0.01% 1573
2022
Q1 		$1.39M Sell
14,550
-850
-6% -$74.2K 0.01% 1207
2021
Q4 		$1.31M Buy
15,400
+12,089
+365% +$986K 0.01% 1252
2021
Q3 		$258K Sell
3,311
-2,021
-38% -$145K ﹤0.01% 1967
2021
Q2 		$362K Sell
5,332
-805
-13% -$53.2K ﹤0.01% 1948
2021
Q1 		$376K Sell
6,137
-4,621
-43% -$229K ﹤0.01% 1863
2020
Q4 		$433K Buy
+10,758
New +$417K ﹤0.01% 1699
2018
Q4 		– Sell
-7,559
Closed -$296K – 2348
2018
Q3 		$296K Buy
7,559
+1,421
+23% +$60.1K ﹤0.01% 2212
2018
Q2 		$256K Sell
6,138
-21,114
-77% -$904K ﹤0.01% 2234
2018
Q1 		$1.11M Sell
27,252
-111
-0.4% -$4.65K ﹤0.01% 2029
2017
Q4 		$1.13M Sell
27,363
-20,710
-43% -$842K ﹤0.01% 2007
2017
Q3 		$1.87M Buy
48,073
+2,659
+6% +$94.6K ﹤0.01% 1722
2017
Q2 		$1.68M Sell
45,414
-5,094
-10% -$185K ﹤0.01% 1750
2017
Q1 		$1.84M Sell
50,508
-6,968
-12% -$273K 0.01% 1722
2016
Q4 		$2.15M Buy
57,476
+6,184
+12% +$196K 0.01% 1626
2016
Q3 		$1.33M Sell
51,292
-6,436
-11% -$164K ﹤0.01% 1900
2016
Q2 		$1.43M Buy
+57,728
New +$1.42M ﹤0.01% 1796
2015
Q4 		– Sell
-69,534
Closed -$1.44M – 3072
2015
Q3 		$1.44M Buy
+69,534
New +$1.36M ﹤0.01% 1848

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

Guggenheim Capital's SFBS Position: Q1 2023 in Review

Guggenheim Capital sold out of ServisFirst Bancshares (SFBS) in Q1 2023, closing a stake of 3,332 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 3,332 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.