Raymond James Trust’s ServisFirst Bancshares SFBS Stock Holding History

Raymond James Trust’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	$390K	Buy	4,853 +263	+6%	+$20K	0.01%	907
2024 Q2	$290K	Sell	4,590 -132	-3%	-$8.15K	0.01%	998
2024 Q1	$313K	Sell	4,722 -181	-4%	-$11.5K	0.01%	945
2023 Q4	$327K	Buy	4,903 +148	+3%	+$8K	0.01%	885
2023 Q3	$248K	Buy	+4,755	New	+$252K	0.01%	976
2023 Q1	–	Sell	-3,567	Closed	-$246K	–	1189
2022 Q4	$246K	Sell	3,567 -162	-4%	-$12.1K	0.01%	938
2022 Q3	$298K	Buy	3,729 +664	+22%	+$56K	0.01%	792
2022 Q2	$242K	Sell	3,065 -21	-0.7%	-$1.71K	0.01%	915
2022 Q1	$294K	Sell	3,086 -548	-15%	-$47.9K	0.01%	892
2021 Q4	$309K	Sell	3,634 -317	-8%	-$25.8K	0.01%	889
2021 Q3	$307K	Sell	3,951 -175	-4%	-$12.5K	0.01%	848
2021 Q2	$281K	Buy	+4,126	New	+$273K	0.01%	887

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Trust's SFBS Position: Q3 2024 in Review

Raymond James Trust increased its ServisFirst Bancshares (SFBS) stake by 5.7% in Q3 2024, buying an estimated $20K and bringing the position to 4,853 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #907.

Raymond James Trust first reported a position in SFBS in Q2 2021 and has held it in 12 quarters since. 281 funds tracked by Wall St. Rank hold SFBS as of Q3 2024.

Raymond James Trust held 4,853 shares of ServisFirst Bancshares worth $390K as of Q3 2024.
Raymond James Trust bought 263 ServisFirst Bancshares shares in Q3 2024, an estimated $20K.
ServisFirst Bancshares made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #907 holding.
Raymond James Trust first reported a position in ServisFirst Bancshares in Q2 2021 and has held it in 12 quarters since.
281 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.