NIC
SFBS

Northwest Investment Counselors’s ServisFirst Bancshares SFBS Stock Holding History

Northwest Investment Counselors’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
2022
Q3 		– Sell
-38
Closed -$3K – 556
2022
Q2 		$3K Hold
38
– – ﹤0.01% 486
2022
Q1 		$4K Buy
+38
New +$3.32K ﹤0.01% 498

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 $2.93B AUM 27.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Northwest Investment Counselors's SFBS Position: Q3 2022 in Review

Northwest Investment Counselors sold out of ServisFirst Bancshares (SFBS) in Q3 2022, closing a stake of 38 shares — an estimated $3K sold.

Northwest Investment Counselors first reported a position in SFBS in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 264 funds tracked by Wall St. Rank hold SFBS as of Q3 2022.

  • Northwest Investment Counselors reported no remaining ServisFirst Bancshares position as of Q3 2022 after selling out during the quarter.
  • Northwest Investment Counselors sold 38 ServisFirst Bancshares shares in Q3 2022, an estimated $3K.
  • Northwest Investment Counselors first reported a position in ServisFirst Bancshares in Q1 2022 and held it in 2 quarters.
  • Northwest Investment Counselors's ServisFirst Bancshares position peaked at $4K in Q1 2022.
  • 264 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2022.

Based on Northwest Investment Counselors's 13F filing for Q3 2022, filed 28 Oct 2022.