JG
SFBS

Jefferies Group’s ServisFirst Bancshares SFBS Stock Holding History

Jefferies Group’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
-6,555
Closed -$446K – 1984
2021
Q2 		$446K Buy
+6,555
New +$433K ﹤0.01% 1201
2019
Q4 		– Sell
-8,104
Closed -$269K – 2935
2019
Q3 		$269K Sell
8,104
-889
-10% -$28.7K ﹤0.01% 2232
2019
Q2 		$308K Buy
+8,993
New +$300K ﹤0.01% 1913
2015
Q3 		– Sell
-706
Closed -$13K – 2934
2015
Q2 		$13K Buy
+706
New +$12.6K ﹤0.01% 2736

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

Jefferies Group's SFBS Position: Q3 2021 in Review

Jefferies Group sold out of ServisFirst Bancshares (SFBS) in Q3 2021, closing a stake of 6,555 shares — an estimated $446K sold.

Jefferies Group first reported a position in SFBS in Q2 2015 and held it in 4 quarters. The position peaked at $446K in Q2 2021. 215 funds tracked by Wall St. Rank hold SFBS as of Q3 2021.

  • Jefferies Group reported no remaining ServisFirst Bancshares position as of Q3 2021 after selling out during the quarter.
  • Jefferies Group sold 6,555 ServisFirst Bancshares shares in Q3 2021, an estimated $446K.
  • Jefferies Group first reported a position in ServisFirst Bancshares in Q2 2015 and held it in 4 quarters.
  • Jefferies Group's ServisFirst Bancshares position peaked at $446K in Q2 2021.
  • 215 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2021.

Based on Jefferies Group's 13F filing for Q3 2021, filed 15 Nov 2021.