OCM
SFBS

Osterweis Capital Management’s ServisFirst Bancshares SFBS Stock Holding History

Osterweis Capital 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
-62,485
Closed -$4.31M – 227
2022
Q4 		$4.31M Buy
62,485
+6,255
+11% +$467K 0.31% 85
2022
Q3 		$4.5M Buy
56,230
+35,770
+175% +$3.02M 0.34% 79
2022
Q2 		$1.61M Buy
+20,460
New +$1.67M 0.12% 103

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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 $187B AUM 18.48% 1-Year Est. Return

Osterweis Capital Management's SFBS Position: Q1 2023 in Review

Osterweis Capital Management sold out of ServisFirst Bancshares (SFBS) in Q1 2023, closing a stake of 62,485 shares — an estimated $4.31M sold.

Osterweis Capital Management first reported a position in SFBS in Q2 2022 and held it in 3 quarters. The position peaked at $4.5M in Q3 2022. 239 funds tracked by Wall St. Rank hold SFBS as of Q1 2023.

  • Osterweis Capital Management reported no remaining ServisFirst Bancshares position as of Q1 2023 after selling out during the quarter.
  • Osterweis Capital Management sold 62,485 ServisFirst Bancshares shares in Q1 2023, an estimated $4.31M.
  • Osterweis Capital Management first reported a position in ServisFirst Bancshares in Q2 2022 and held it in 3 quarters.
  • Osterweis Capital Management's ServisFirst Bancshares position peaked at $4.5M in Q3 2022.
  • 239 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2023.

Based on Osterweis Capital Management's 13F filing for Q1 2023, filed 15 May 2023.