OC
SFBS

Oppenheimer & Co’s ServisFirst Bancshares SFBS Stock Holding History

Oppenheimer & Co’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
2020
Q4 		– Sell
-17,800
Closed -$303K – 1397
2020
Q3 		$303K Sell
17,800
-3,200
-15% -$57.5K 0.01% 974
2020
Q2 		$375K Buy
21,000
+3,000
+17% +$49.5K 0.01% 890
2020
Q1 		$264K Buy
+18,000
New +$315K 0.01% 942
2019
Q4 		– Sell
-13,000
Closed -$215K – 1312
2019
Q3 		$215K Hold
13,000
– – 0.01% 1108
2019
Q2 		$223K Buy
+13,000
New +$217K 0.01% 1138

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Oppenheimer & Co's SFBS Position: Q4 2020 in Review

Oppenheimer & Co sold out of ServisFirst Bancshares (SFBS) in Q4 2020, closing a stake of 17,800 shares — an estimated $303K sold.

Oppenheimer & Co first reported a position in SFBS in Q2 2019 and held it in 5 quarters. The position peaked at $375K in Q2 2020. 178 funds tracked by Wall St. Rank hold SFBS as of Q4 2020.

  • Oppenheimer & Co reported no remaining ServisFirst Bancshares position as of Q4 2020 after selling out during the quarter.
  • Oppenheimer & Co sold 17,800 ServisFirst Bancshares shares in Q4 2020, an estimated $303K.
  • Oppenheimer & Co first reported a position in ServisFirst Bancshares in Q2 2019 and held it in 5 quarters.
  • Oppenheimer & Co's ServisFirst Bancshares position peaked at $375K in Q2 2020.
  • 178 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2020.

Based on Oppenheimer & Co's 13F filing for Q4 2020, filed 11 Feb 2021.