Linscomb Wealth’s ServisFirst Bancshares SFBS Stock Holding History

Linscomb Wealth’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
2023 Q1	–	Sell	-24,338	Closed	-$1.68M	–	313
2022 Q4	$1.68M	Buy	+24,338	New	+$1.82M	0.09%	142
2022 Q2	–	Sell	-24,338	Closed	-$2.32M	–	324
2022 Q1	$2.32M	Hold	24,338	–	–	0.11%	125
2021 Q4	$2.07M	Hold	24,338	–	–	0.1%	129
2021 Q3	$1.89M	Hold	24,338	–	–	0.1%	130
2021 Q2	$1.65M	Sell	24,338 -824	-3%	-$54.5K	0.08%	135
2021 Q1	$1.54M	Hold	25,162	–	–	0.08%	137
2020 Q4	$1.01M	Sell	25,162 -142	-0.6%	-$5.5K	0.06%	157
2020 Q3	$861K	Sell	25,304 -2,570	-9%	-$92.3K	0.06%	157
2020 Q2	$997K	Hold	27,874	–	–	0.07%	143
2020 Q1	$817K	Hold	27,874	–	–	0.07%	172
2019 Q4	$1.05M	Hold	27,874	–	–	0.07%	206
2019 Q3	$924K	Hold	27,874	–	–	0.07%	132
2019 Q2	$955K	Hold	27,874	–	–	0.08%	127
2019 Q1	$941K	Hold	27,874	–	–	0.08%	126
2018 Q4	$888K	Hold	27,874	–	–	0.08%	119
2018 Q3	$1.09M	Hold	27,874	–	–	0.09%	108
2018 Q2	$1.16M	Hold	27,874	–	–	0.1%	106
2018 Q1	$1.14M	Hold	27,874	–	–	0.1%	102
2017 Q4	$1.16M	Hold	27,874	–	–	0.1%	106
2017 Q3	$1.08M	Buy	+27,874	New	+$991K	0.09%	104

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 $34B AUM 6.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

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

Linscomb Wealth's SFBS Position: Q1 2023 in Review

Linscomb Wealth sold out of ServisFirst Bancshares (SFBS) in Q1 2023, closing a stake of 24,338 shares — an estimated $1.68M sold.

Linscomb Wealth first reported a position in SFBS in Q3 2017 and held it in 20 quarters. The position peaked at $2.32M in Q1 2022. 239 funds tracked by Wall St. Rank hold SFBS as of Q1 2023.

Linscomb Wealth reported no remaining ServisFirst Bancshares position as of Q1 2023 after selling out during the quarter.
Linscomb Wealth sold 24,338 ServisFirst Bancshares shares in Q1 2023, an estimated $1.68M.
Linscomb Wealth first reported a position in ServisFirst Bancshares in Q3 2017 and held it in 20 quarters.
Linscomb Wealth's ServisFirst Bancshares position peaked at $2.32M in Q1 2022.
239 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2023.

Based on Linscomb Wealth's 13F filing for Q1 2023, filed 11 May 2023.