Raymond James & Associates’s ServisFirst Bancshares SFBS Stock Holding History

Raymond James & Associates’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 Q3	$17.5M	Buy	433,984 +29,718	+7%	+$1.13M	0.01%	901
2024 Q2	$12.8M	Buy	404,266 +29,816	+8%	+$920K	0.01%	1023
2024 Q1	$12.4M	Buy	374,450 +4,750	+1%	+$151K	0.01%	1038
2023 Q4	$12.3M	Sell	369,700 -7,916	-2%	-$214K	0.01%	991
2023 Q3	$9.85M	Buy	377,616 +41,972	+13%	+$1.11M	0.01%	1043
2023 Q2	$6.87M	Sell	335,644 -2,800	-0.8%	-$64.7K	0.01%	1283
2023 Q1	$9.24M	Buy	338,444 +6,258	+2%	+$210K	0.01%	1073
2022 Q4	$11.4M	Buy	332,186 +6,552	+2%	+$245K	0.01%	920
2022 Q3	$13M	Buy	325,634 +12,334	+4%	+$520K	0.01%	820
2022 Q2	$12.4M	Sell	313,300 -13,460	-4%	-$548K	0.01%	855
2022 Q1	$15.6M	Sell	326,760 -40,230	-11%	-$1.76M	0.01%	837
2021 Q4	$15.6M	Sell	366,990 -15,726	-4%	-$641K	0.01%	875
2021 Q3	$14.9M	Sell	382,716 -22,978	-6%	-$822K	0.01%	850
2021 Q2	$13.8M	Buy	405,694 +50,922	+14%	+$1.68M	0.01%	900
2021 Q1	$10.9M	Sell	354,772 -49,748	-12%	-$1.24M	0.01%	987
2020 Q4	$8.15M	Sell	404,520 -11,562	-3%	-$224K	0.01%	1065
2020 Q3	$7.08M	Buy	416,082 +75,716	+22%	+$1.36M	0.01%	1037
2020 Q2	$6.09M	Buy	340,366 +148,518	+77%	+$2.45M	0.01%	1073
2020 Q1	$2.81M	Buy	191,848 +70,546	+58%	+$1.24M	﹤0.01%	1381
2019 Q4	$2.29M	Buy	121,302 +99,424	+454%	+$1.78M	﹤0.01%	1748
2019 Q3	$363K	Sell	21,878 -2,572	-11%	-$41.5K	﹤0.01%	2885
2019 Q2	$419K	Buy	24,450 +4,242	+21%	+$70.9K	﹤0.01%	2802
2019 Q1	$341K	Sell	20,208 -5,216	-21%	-$89K	﹤0.01%	2911
2018 Q4	$405K	Sell	25,424 -88	-0.3%	-$1.58K	﹤0.01%	2684
2018 Q3	$499K	Buy	25,512 +50	+0.2%	+$1.06K	﹤0.01%	2709
2018 Q2	$531K	Sell	25,462 -804	-3%	-$17.2K	﹤0.01%	2638
2018 Q1	$536K	Buy	26,266 +4,054	+18%	+$85K	﹤0.01%	2522
2017 Q4	$461K	Buy	22,212 +5,220	+31%	+$106K	﹤0.01%	2582
2017 Q3	$330K	Buy	16,992 +2,022	+14%	+$36K	﹤0.01%	2724
2017 Q2	$276K	Buy	14,970 +3,018	+25%	+$54.9K	﹤0.01%	2771
2017 Q1	$217K	Buy	11,952 +980	+9%	+$19.2K	﹤0.01%	2888
2016 Q4	$205K	Buy	+10,972	New	+$174K	﹤0.01%	2871

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 $3.37T AUM 44.26% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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

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

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

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

Raymond James & Associates's SFBS Position: Q3 2024 in Review

Raymond James & Associates increased its ServisFirst Bancshares (SFBS) stake by 7.4% in Q3 2024, buying an estimated $1.13M and bringing the position to 433,984 shares worth $17.5M. The position accounts for 0.01% of the portfolio, ranked #901.

Raymond James & Associates first reported a position in SFBS in Q4 2016 and has held it in 32 quarters since. 281 funds tracked by Wall St. Rank hold SFBS as of Q3 2024.

Raymond James & Associates held 433,984 shares of ServisFirst Bancshares worth $17.5M as of Q3 2024.
Raymond James & Associates bought 29,718 ServisFirst Bancshares shares in Q3 2024, an estimated $1.13M.
ServisFirst Bancshares made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #901 holding.
Raymond James & Associates first reported a position in ServisFirst Bancshares in Q4 2016 and has held it in 32 quarters since.
281 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.