NYLIM
SFBS

New York Life Investment Management’s ServisFirst Bancshares SFBS Stock Holding History

New York Life Investment Management’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
-5,954
Closed -$410K – 1363
2022
Q4 		$410K Buy
5,954
+673
+13% +$50.3K ﹤0.01% 1038
2022
Q3 		$422K Buy
5,281
+387
+8% +$32.6K 0.01% 897
2022
Q2 		$386K Buy
+4,894
New +$399K ﹤0.01% 1009

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York Life Investment Management's SFBS Position: Q1 2023 in Review

New York Life Investment Management sold out of ServisFirst Bancshares (SFBS) in Q1 2023, closing a stake of 5,954 shares — an estimated $410K sold.

New York Life Investment Management first reported a position in SFBS in Q2 2022 and held it in 3 quarters. The position peaked at $422K in Q3 2022. 239 funds tracked by Wall St. Rank hold SFBS as of Q1 2023.

  • New York Life Investment Management reported no remaining ServisFirst Bancshares position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 5,954 ServisFirst Bancshares shares in Q1 2023, an estimated $410K.
  • New York Life Investment Management first reported a position in ServisFirst Bancshares in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's ServisFirst Bancshares position peaked at $422K in Q3 2022.
  • 239 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.