NFSG
SFBS

Newbridge Financial Services Group’s ServisFirst Bancshares SFBS Stock Holding History

Newbridge Financial Services 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
2021
Q3 		– Sell
-613
Closed -$42K – 1586
2021
Q2 		$42K Hold
613
– – 0.03% 495
2021
Q1 		$38K Buy
+613
New +$30.4K 0.03% 469

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Newbridge Financial Services Group's SFBS Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of ServisFirst Bancshares (SFBS) in Q3 2021, closing a stake of 613 shares — an estimated $42K sold.

Newbridge Financial Services Group first reported a position in SFBS in Q1 2021 and held it in 2 quarters. The position peaked at $42K in Q2 2021. 215 funds tracked by Wall St. Rank hold SFBS as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining ServisFirst Bancshares position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 613 ServisFirst Bancshares shares in Q3 2021, an estimated $42K.
  • Newbridge Financial Services Group first reported a position in ServisFirst Bancshares in Q1 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's ServisFirst Bancshares position peaked at $42K in Q2 2021.
  • 215 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.