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	-5,685	Closed	-$304K	–	139
2023 Q3	$304K	Sell	5,685 -3,609	-39%	-$191K	0.29%	79
2023 Q2	$383K	Sell	9,294 -10,500	-53%	-$485K	0.38%	62
2023 Q1	$1,000K	Sell	19,794 -2,599	-12%	-$174K	1.08%	24
2022 Q4	$1.53M	Sell	22,393 -2,466	-10%	-$184K	1.95%	11
2022 Q3	$2.04M	Sell	24,859 -2,550	-9%	-$215K	2.88%	6
2022 Q2	$2.34M	Sell	27,409 -2,362	-8%	-$192K	3.08%	5
2022 Q1	$2.84M	Sell	29,771 -2,541	-8%	-$222K	3.64%	5
2021 Q4	$2.77M	Buy	32,312 +8	+0%	+$652	3.68%	5
2021 Q3	$2.54M	Sell	32,304 -610	-2%	-$43.7K	3.9%	5
2021 Q2	$2.24M	Sell	32,914 -89	-0.3%	-$5.89K	3.54%	5
2021 Q1	$2.03M	Sell	33,003 -2,055	-6%	-$102K	3.64%	6
2020 Q4	$1.41M	Sell	35,058 -10,751	-23%	-$417K	2.76%	6
2020 Q3	$1.56M	Sell	45,809 -4,974	-10%	-$179K	4.02%	6
2020 Q2	$1.82M	Sell	50,783 -8,779	-15%	-$290K	5.86%	5
2020 Q1	$1.75M	Sell	59,562 -2,482	-4%	-$87K	7.92%	4
2019 Q4	$2.34M	Buy	+62,044	New	+$2.22M	7.18%	2

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 5,685 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 5,685 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.