Mayfair Advisory Group’s ServisFirst Bancshares SFBS Stock Holding History

Mayfair Advisory 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
2023 Q4	–	Sell	-11,370	Closed	-$304K	–	139
2023 Q3	$304K	Sell	11,370 -7,218	-39%	-$191K	0.29%	79
2023 Q2	$383K	Sell	18,588 -21,000	-53%	-$485K	0.38%	62
2023 Q1	$1,000K	Sell	39,588 -5,198	-12%	-$174K	1.08%	24
2022 Q4	$1.53M	Sell	44,786 -4,932	-10%	-$184K	1.95%	11
2022 Q3	$2.04M	Sell	49,718 -5,100	-9%	-$215K	2.88%	6
2022 Q2	$2.34M	Sell	54,818 -4,724	-8%	-$192K	3.08%	5
2022 Q1	$2.84M	Sell	59,542 -5,082	-8%	-$222K	3.64%	5
2021 Q4	$2.77M	Buy	64,624 +16	+0%	+$652	3.68%	5
2021 Q3	$2.54M	Sell	64,608 -1,220	-2%	-$43.7K	3.9%	5
2021 Q2	$2.24M	Sell	65,828 -178	-0.3%	-$5.89K	3.54%	5
2021 Q1	$2.03M	Sell	66,006 -4,110	-6%	-$102K	3.64%	6
2020 Q4	$1.41M	Sell	70,116 -21,502	-23%	-$417K	2.76%	6
2020 Q3	$1.56M	Sell	91,618 -9,948	-10%	-$179K	4.02%	6
2020 Q2	$1.82M	Sell	101,566 -17,558	-15%	-$290K	5.86%	5
2020 Q1	$1.75M	Sell	119,124 -4,964	-4%	-$87K	7.92%	4
2019 Q4	$2.34M	Buy	+124,088	New	+$2.22M	7.18%	2

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Mayfair Advisory Group's SFBS Position: Q4 2023 in Review

Mayfair Advisory Group sold out of ServisFirst Bancshares (SFBS) in Q4 2023, closing a stake of 11,370 shares — an estimated $304K sold.

Mayfair Advisory Group first reported a position in SFBS in Q4 2019 and held it in 16 quarters. The position peaked at $2.84M in Q1 2022. 251 funds tracked by Wall St. Rank hold SFBS as of Q4 2023.

Mayfair Advisory Group reported no remaining ServisFirst Bancshares position as of Q4 2023 after selling out during the quarter.
Mayfair Advisory Group sold 11,370 ServisFirst Bancshares shares in Q4 2023, an estimated $304K.
Mayfair Advisory Group first reported a position in ServisFirst Bancshares in Q4 2019 and held it in 16 quarters.
Mayfair Advisory Group's ServisFirst Bancshares position peaked at $2.84M in Q1 2022.
251 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2023.

Based on Mayfair Advisory Group's 13F filing for Q4 2023, filed 19 Jan 2024.