HRT Financial’s ServisFirst Bancshares SFBS Stock Holding History

HRT Financial’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 Q4	–	Sell	-13,070	Closed	-$1.05M	–	3132
2024 Q3	$1.05M	Buy	+13,070	New	+$994K	0.01%	1216
2023 Q4	–	Sell	-27,290	Closed	-$1.42M	–	2993
2023 Q3	$1.42M	Buy	27,290 +1,655	+6%	+$87.6K	0.01%	791
2023 Q2	$1.05M	Buy	25,635 +10,366	+68%	+$479K	0.01%	926
2023 Q1	$834K	Sell	15,269 -364	-2%	-$24.4K	0.01%	1045
2022 Q4	$1.08M	Sell	15,633 -1,363	-8%	-$102K	0.02%	918
2022 Q3	$1.36M	Buy	16,996 +10,122	+147%	+$854K	0.01%	760
2022 Q2	$542K	Buy	+6,874	New	+$560K	0.01%	1423
2022 Q1	–	Sell	-7,269	Closed	-$617K	–	3782
2021 Q4	$617K	Buy	+7,269	New	+$593K	﹤0.01%	1596
2020 Q4	–	Sell	-10,149	Closed	-$345K	–	2392
2020 Q3	$345K	Buy	+10,149	New	+$364K	0.01%	1064
2020 Q1	–	Sell	-9,467	Closed	-$356K	–	1286
2019 Q4	$356K	Buy	+9,467	New	+$338K	0.02%	673

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

SIG

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

HRT Financial's SFBS Position: Q4 2024 in Review

HRT Financial sold out of ServisFirst Bancshares (SFBS) in Q4 2024, closing a stake of 13,070 shares — an estimated $1.05M sold.

HRT Financial first reported a position in SFBS in Q4 2019 and held it in 10 quarters. The position peaked at $1.42M in Q3 2023. 291 funds tracked by Wall St. Rank hold SFBS as of Q4 2024.

HRT Financial reported no remaining ServisFirst Bancshares position as of Q4 2024 after selling out during the quarter.
HRT Financial sold 13,070 ServisFirst Bancshares shares in Q4 2024, an estimated $1.05M.
HRT Financial first reported a position in ServisFirst Bancshares in Q4 2019 and held it in 10 quarters.
HRT Financial's ServisFirst Bancshares position peaked at $1.42M in Q3 2023.
291 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2024.

Based on HRT Financial's 13F filing for Q4 2024, filed 14 Feb 2025.