Level Four Financial’s ServisFirst Bancshares SFBS Stock Holding History

Level Four 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
2021 Q3	$1.4M	Hold	36,000	–	–	0.61%	39
2021 Q2	$1.22M	Hold	36,000	–	–	0.52%	48
2021 Q1	$1.1M	Buy	36,000 +2,000	+6%	+$49.7K	0.51%	51
2020 Q4	$685K	Buy	+34,000	New	+$659K	0.3%	91

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Level Four Financial's SFBS Position: Q3 2021 in Review

Level Four Financial held its ServisFirst Bancshares (SFBS) position steady in Q3 2021 at 36,000 shares worth $1.4M. The position accounts for 0.61% of the portfolio, ranked #39.

Level Four Financial first reported a position in SFBS in Q4 2020 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold SFBS as of Q3 2021.

Level Four Financial held 36,000 shares of ServisFirst Bancshares worth $1.4M as of Q3 2021.
Level Four Financial left its ServisFirst Bancshares share count unchanged in Q3 2021.
ServisFirst Bancshares made up 0.61% of Level Four Financial's portfolio in Q3 2021, its #39 holding.
Level Four Financial first reported a position in ServisFirst Bancshares in Q4 2020 and has held it in 4 quarters since.
215 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.