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Ladenburg Thalmann Financial Services’s ServisFirst Bancshares SFBS Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$1.44M Sell
76,376
-984
-1% -$17.6K 0.01% 1049
2019
Q3 		$1.28M Hold
77,360
– – 0.01% 1064
2019
Q2 		$1.32M Sell
77,360
-5,800
-7% -$96.9K 0.01% 1031
2019
Q1 		$1.4M Buy
83,160
+400
+0.5% +$6.83K 0.01% 962
2018
Q4 		$1.32M Buy
82,760
+2,900
+4% +$52.2K 0.01% 880
2018
Q3 		$1.53M Buy
79,860
+350
+0.4% +$7.4K 0.01% 864
2018
Q2 		$1.62M Hold
79,510
– – 0.02% 785
2018
Q1 		$1.62M Sell
79,510
-13,810
-15% -$290K 0.02% 785
2017
Q4 		$1.94M Sell
93,320
-8,984
-9% -$183K 0.02% 706
2017
Q3 		$2.01M Buy
102,304
+5,000
+5% +$88.9K 0.02% 614
2017
Q2 		$1.79M Sell
97,304
-752
-0.8% -$13.7K 0.02% 636
2017
Q1 		$1.78M Buy
98,056
+232
+0.2% +$4.55K 0.02% 618
2016
Q4 		$1.83M Sell
97,824
-1,624
-2% -$25.7K 0.03% 549
2016
Q3 		$1.29M Sell
99,448
-10,032
-9% -$128K 0.02% 665
2016
Q2 		$1.34M Buy
109,480
+600
+0.6% +$7.37K 0.02% 627
2016
Q1 		$1.23M Hold
108,880
– – 0.02% 605
2015
Q4 		$1.29M Sell
108,880
-1,720
-2% -$19.4K 0.02% 568
2015
Q3 		$1.13M Sell
110,600
-17,000
-13% -$166K 0.02% 585
2015
Q2 		$1.2M Hold
127,600
– – 0.02% 617
2015
Q1 		$1.05M Buy
+127,600
New +$1.01M 0.02% 661

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
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SFBS Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its ServisFirst Bancshares (SFBS) stake by 1.3% in Q4 2019, selling an estimated $17.6K and leaving 76,376 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #1049.

Ladenburg Thalmann Financial Services first reported a position in SFBS in Q1 2015 and has held it in 20 quarters since. The position peaked at $2.01M in Q3 2017. 146 funds tracked by Wall St. Rank hold SFBS as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 76,376 shares of ServisFirst Bancshares worth $1.44M as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 984 ServisFirst Bancshares shares in Q4 2019, an estimated $17.6K.
  • ServisFirst Bancshares made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1049 holding.
  • Ladenburg Thalmann Financial Services first reported a position in ServisFirst Bancshares in Q1 2015 and has held it in 20 quarters since.
  • Ladenburg Thalmann Financial Services's ServisFirst Bancshares position peaked at $2.01M in Q3 2017.
  • 146 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.