PI
SFBS

Putnam Investments’s ServisFirst Bancshares SFBS Stock Holding History

Putnam Investments’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
-124,475
Closed -$8.58M – 1197
2022
Q4 		$8.58M Sell
124,475
-3,184
-2% -$238K 0.02% 317
2022
Q3 		$10.2M Sell
127,659
-683
-0.5% -$57.6K 0.02% 287
2022
Q2 		$10.1M Buy
128,342
+1,609
+1% +$131K 0.02% 295
2022
Q1 		$12.1M Buy
126,733
+38,185
+43% +$3.33M 0.02% 311
2021
Q4 		$7.52M Buy
88,548
+7,100
+9% +$579K 0.01% 444
2021
Q3 		$6.34M Buy
81,448
+2,591
+3% +$185K 0.01% 467
2021
Q2 		$5.36M Buy
78,857
+2,264
+3% +$150K 0.01% 501
2021
Q1 		$4.7M Buy
+76,593
New +$3.8M 0.01% 512
2017
Q1 		– Sell
-71,236
Closed -$2.67M – 1282
2016
Q4 		$2.67M Sell
71,236
-42,900
-38% -$1.36M 0.01% 767
2016
Q3 		$2.96M Sell
114,136
-19,036
-14% -$486K 0.01% 732
2016
Q2 		$3.29M Hold
133,172
– – 0.01% 790
2016
Q1 		$2.96M Buy
133,172
+20,200
+18% +$394K 0.01% 838
2015
Q4 		$2.69M Sell
112,972
-129,244
-53% -$2.91M 0.01% 895
2015
Q3 		$5.03M Sell
242,216
-55,200
-19% -$1.08M 0.01% 669
2015
Q2 		$5.59M Sell
297,416
-204,184
-41% -$3.63M 0.01% 686
2015
Q1 		$8.27M Buy
501,600
+5,800
+1% +$91.4K 0.02% 582
2014
Q4 		$8.17M Sell
495,800
-2,600
-0.5% -$39.3K 0.02% 570
2014
Q3 		$7.18M Buy
498,400
+2,200
+0.4% +$31.9K 0.02% 604
2014
Q2 		$7.15M Buy
+496,200
New +$7.11M 0.02% 618

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

Putnam Investments's SFBS Position: Q1 2023 in Review

Putnam Investments sold out of ServisFirst Bancshares (SFBS) in Q1 2023, closing a stake of 124,475 shares — an estimated $8.58M sold.

Putnam Investments first reported a position in SFBS in Q2 2014 and held it in 19 quarters. The position peaked at $12.1M in Q1 2022. 239 funds tracked by Wall St. Rank hold SFBS as of Q1 2023.

  • Putnam Investments reported no remaining ServisFirst Bancshares position as of Q1 2023 after selling out during the quarter.
  • Putnam Investments sold 124,475 ServisFirst Bancshares shares in Q1 2023, an estimated $8.58M.
  • Putnam Investments first reported a position in ServisFirst Bancshares in Q2 2014 and held it in 19 quarters.
  • Putnam Investments's ServisFirst Bancshares position peaked at $12.1M in Q1 2022.
  • 239 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2023.

Based on Putnam Investments's 13F filing for Q1 2023, filed 22 May 2023.