JCIA
SFBS

Jackson Creek Investment Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Jackson Creek Investment Advisors’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
2021
Q3 		– Sell
-19,314
Closed -$1.31M – 340
2021
Q2 		$1.31M Sell
19,314
-2,282
-11% -$151K 0.49% 31
2021
Q1 		$1.32M Sell
21,596
-641
-3% -$31.8K 0.46% 44
2020
Q4 		$896K Buy
+22,237
New +$862K 0.35% 157

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Jackson Creek Investment Advisors's SFBS Position: Q3 2021 in Review

Jackson Creek Investment Advisors sold out of ServisFirst Bancshares (SFBS) in Q3 2021, closing a stake of 19,314 shares — an estimated $1.31M sold.

Jackson Creek Investment Advisors first reported a position in SFBS in Q4 2020 and held it in 3 quarters. The position peaked at $1.32M in Q1 2021. 215 funds tracked by Wall St. Rank hold SFBS as of Q3 2021.

  • Jackson Creek Investment Advisors reported no remaining ServisFirst Bancshares position as of Q3 2021 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 19,314 ServisFirst Bancshares shares in Q3 2021, an estimated $1.31M.
  • Jackson Creek Investment Advisors first reported a position in ServisFirst Bancshares in Q4 2020 and held it in 3 quarters.
  • Jackson Creek Investment Advisors's ServisFirst Bancshares position peaked at $1.32M in Q1 2021.
  • 215 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2021.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.