RCA
SFBS

Ranch Capital Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Ranch Capital Advisors’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
2021
Q4 		– Sell
-125
Closed -$10K – 502
2021
Q3 		$10K Hold
125
– – 0.01% 471
2021
Q2 		$8K Hold
125
– – ﹤0.01% 688
2021
Q1 		$7K Hold
125
– – ﹤0.01% 696
2020
Q4 		$5K Hold
125
– – ﹤0.01% 727
2020
Q3 		$4K Hold
125
– – ﹤0.01% 739
2020
Q2 		$4K Hold
125
– – ﹤0.01% 769
2020
Q1 		$3K Hold
125
– – ﹤0.01% 765
2019
Q4 		$5K Buy
+125
New +$4.47K ﹤0.01% 791

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ranch Capital Advisors's SFBS Position: Q4 2021 in Review

Ranch Capital Advisors sold out of ServisFirst Bancshares (SFBS) in Q4 2021, closing a stake of 125 shares — an estimated $10K sold.

Ranch Capital Advisors first reported a position in SFBS in Q4 2019 and held it in 8 quarters. The position peaked at $10K in Q3 2021. 229 funds tracked by Wall St. Rank hold SFBS as of Q4 2021.

  • Ranch Capital Advisors reported no remaining ServisFirst Bancshares position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 125 ServisFirst Bancshares shares in Q4 2021, an estimated $10K.
  • Ranch Capital Advisors first reported a position in ServisFirst Bancshares in Q4 2019 and held it in 8 quarters.
  • Ranch Capital Advisors's ServisFirst Bancshares position peaked at $10K in Q3 2021.
  • 229 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.