RJA
SFBS

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
216,992
+14,859
+7% +$1.13M 0.01% 901
2024
Q2 		$12.8M Buy
202,133
+14,908
+8% +$920K 0.01% 1023
2024
Q1 		$12.4M Buy
187,225
+2,375
+1% +$151K 0.01% 1038
2023
Q4 		$12.3M Sell
184,850
-3,958
-2% -$214K 0.01% 991
2023
Q3 		$9.85M Buy
188,808
+20,986
+13% +$1.11M 0.01% 1043
2023
Q2 		$6.87M Sell
167,822
-1,400
-0.8% -$64.7K 0.01% 1283
2023
Q1 		$9.24M Buy
169,222
+3,129
+2% +$210K 0.01% 1073
2022
Q4 		$11.4M Buy
166,093
+3,276
+2% +$245K 0.01% 920
2022
Q3 		$13M Buy
162,817
+6,167
+4% +$520K 0.01% 820
2022
Q2 		$12.4M Sell
156,650
-6,730
-4% -$548K 0.01% 855
2022
Q1 		$15.6M Sell
163,380
-20,115
-11% -$1.76M 0.01% 837
2021
Q4 		$15.6M Sell
183,495
-7,863
-4% -$641K 0.01% 875
2021
Q3 		$14.9M Sell
191,358
-11,489
-6% -$822K 0.01% 850
2021
Q2 		$13.8M Buy
202,847
+25,461
+14% +$1.68M 0.01% 900
2021
Q1 		$10.9M Sell
177,386
-24,874
-12% -$1.24M 0.01% 987
2020
Q4 		$8.15M Sell
202,260
-5,781
-3% -$224K 0.01% 1065
2020
Q3 		$7.08M Buy
208,041
+37,858
+22% +$1.36M 0.01% 1037
2020
Q2 		$6.09M Buy
170,183
+74,259
+77% +$2.45M 0.01% 1073
2020
Q1 		$2.81M Buy
95,924
+35,273
+58% +$1.24M ﹤0.01% 1381
2019
Q4 		$2.29M Buy
60,651
+49,712
+454% +$1.78M ﹤0.01% 1748
2019
Q3 		$363K Sell
10,939
-1,286
-11% -$41.5K ﹤0.01% 2885
2019
Q2 		$419K Buy
12,225
+2,121
+21% +$70.8K ﹤0.01% 2802
2019
Q1 		$341K Sell
10,104
-2,608
-21% -$89K ﹤0.01% 2911
2018
Q4 		$405K Sell
12,712
-44
-0.3% -$1.58K ﹤0.01% 2684
2018
Q3 		$499K Buy
12,756
+25
+0.2% +$1.06K ﹤0.01% 2709
2018
Q2 		$531K Sell
12,731
-402
-3% -$17.2K ﹤0.01% 2638
2018
Q1 		$536K Buy
13,133
+2,027
+18% +$85K ﹤0.01% 2522
2017
Q4 		$461K Buy
11,106
+2,610
+31% +$106K ﹤0.01% 2582
2017
Q3 		$330K Buy
8,496
+1,011
+14% +$36K ﹤0.01% 2724
2017
Q2 		$276K Buy
7,485
+1,509
+25% +$54.9K ﹤0.01% 2771
2017
Q1 		$217K Buy
5,976
+490
+9% +$19.2K ﹤0.01% 2888
2016
Q4 		$205K Buy
+5,486
New +$174K ﹤0.01% 2871

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 216,992 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 216,992 shares of ServisFirst Bancshares worth $17.5M as of Q3 2024.
  • Raymond James & Associates bought 14,859 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.