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
-38,628
Closed -$1.31M – 340
2021
Q2 		$1.31M Sell
38,628
-4,564
-11% -$151K 0.49% 31
2021
Q1 		$1.32M Sell
43,192
-1,282
-3% -$31.8K 0.46% 44
2020
Q4 		$896K Buy
+44,474
New +$862K 0.35% 157

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 $3.37T AUM 44.26% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 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 38,628 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 38,628 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.