Pathstone Family Office’s ServisFirst Bancshares SFBS Stock Holding History

Pathstone Family Office’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 Q3	$343K	Buy	13,146 +1,118	+9%	+$29.6K	﹤0.01%	1226
2023 Q2	$235K	Buy	12,028 +80	+0.7%	+$1.85K	﹤0.01%	1080
2023 Q1	$331K	Sell	11,948 -2,234	-16%	-$74.9K	0.01%	872
2022 Q4	$423K	Buy	14,182 +968	+7%	+$36.1K	0.01%	783
2022 Q3	$529K	Buy	13,214 +176	+1%	+$7.42K	0.01%	637
2022 Q2	$514K	Buy	+13,038	New	+$531K	0.01%	564

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pathstone Family Office's SFBS Position: Q3 2023 in Review

Pathstone Family Office increased its ServisFirst Bancshares (SFBS) stake by 9.3% in Q3 2023, buying an estimated $29.6K and bringing the position to 13,146 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Pathstone Family Office first reported a position in SFBS in Q2 2022 and has held it in 6 quarters since. The position peaked at $529K in Q3 2022. 240 funds tracked by Wall St. Rank hold SFBS as of Q3 2023.

Pathstone Family Office held 13,146 shares of ServisFirst Bancshares worth $343K as of Q3 2023.
Pathstone Family Office bought 1,118 ServisFirst Bancshares shares in Q3 2023, an estimated $29.6K.
ServisFirst Bancshares made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1226 holding.
Pathstone Family Office first reported a position in ServisFirst Bancshares in Q2 2022 and has held it in 6 quarters since.
Pathstone Family Office's ServisFirst Bancshares position peaked at $529K in Q3 2022.
240 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.