PP
SFBS

PDT Partners’s ServisFirst Bancshares SFBS Stock Holding History

PDT Partners’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
2024
Q2 		– Sell
-24,156
Closed -$801K – 739
2024
Q1 		$801K Sell
24,156
-17,862
-43% -$568K 0.08% 376
2023
Q4 		$1.4M Sell
42,018
-27,120
-39% -$733K 0.15% 229
2023
Q3 		$1.8M Sell
69,138
-2,000
-3% -$52.9K 0.23% 148
2023
Q2 		$1.46M Hold
71,138
– – 0.2% 177
2023
Q1 		$1.94M Buy
71,138
+43,096
+154% +$1.44M 0.26% 127
2022
Q4 		$966K Buy
+28,042
New +$1.05M 0.16% 233
2022
Q1 		– Sell
-6,748
Closed -$287K – 1090
2021
Q4 		$287K Buy
+6,748
New +$275K 0.02% 683
2019
Q1 		– Sell
-46,800
Closed -$746K – 490
2018
Q4 		$746K Sell
46,800
-18,066
-28% -$325K 0.04% 293
2018
Q3 		$1.27M Sell
64,866
-15,934
-20% -$337K 0.05% 282
2018
Q2 		$1.69M Hold
80,800
– – 0.06% 279
2018
Q1 		$1.65M Sell
80,800
-404
-0.5% -$8.47K 0.06% 301
2017
Q4 		$1.69M Sell
81,204
-25,196
-24% -$512K 0.05% 319
2017
Q3 		$2.07M Sell
106,400
-52,200
-33% -$928K 0.07% 273
2017
Q2 		$2.92M Buy
158,600
+35,000
+28% +$637K 0.12% 217
2017
Q1 		$2.25M Buy
+123,600
New +$2.43M 0.12% 220
2015
Q3 		– Sell
-60,508
Closed -$568K – 1531
2015
Q2 		$568K Buy
+60,508
New +$538K 0.01% 933

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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 $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIG
Stonegate Investment Group Birmingham, Alabama $4.31B AUM 18.07% 1-Year Est. Return

PDT Partners's SFBS Position: Q2 2024 in Review

PDT Partners sold out of ServisFirst Bancshares (SFBS) in Q2 2024, closing a stake of 24,156 shares — an estimated $801K sold.

PDT Partners first reported a position in SFBS in Q2 2015 and held it in 16 quarters. The position peaked at $2.92M in Q2 2017. 260 funds tracked by Wall St. Rank hold SFBS as of Q2 2024.

  • PDT Partners reported no remaining ServisFirst Bancshares position as of Q2 2024 after selling out during the quarter.
  • PDT Partners sold 24,156 ServisFirst Bancshares shares in Q2 2024, an estimated $801K.
  • PDT Partners first reported a position in ServisFirst Bancshares in Q2 2015 and held it in 16 quarters.
  • PDT Partners's ServisFirst Bancshares position peaked at $2.92M in Q2 2017.
  • 260 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2024.

Based on PDT Partners's 13F filing for Q2 2024, filed 15 Aug 2024.