River Oaks Capital’s ServisFirst Bancshares SFBS Stock Holding History

River Oaks Capital’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 Q2	–	Sell	-6,000	Closed	-$328K	–	51
2023 Q1	$328K	Sell	6,000 -37,500	-86%	-$2.51M	0.46%	39
2022 Q4	$3M	Sell	43,500 -6,300	-13%	-$471K	3.41%	11
2022 Q3	$3.98M	Sell	49,800 -1,500	-3%	-$127K	4.35%	6
2022 Q2	$4.05M	Sell	51,300 -2,600	-5%	-$212K	4.35%	5
2022 Q1	$5.14M	Sell	53,900 -1,700	-3%	-$148K	4.99%	3
2021 Q4	$4.72M	Buy	+55,600	New	+$4.53M	4.37%	3
2019 Q3	$2.57M	Sell	77,600 -1,200	-2%	-$38.7K	2.72%	12
2019 Q2	$2.7M	Sell	78,800 -1,200	-2%	-$40.1K	2.85%	14
2019 Q1	$2.7M	Sell	80,000 -5,300	-6%	-$181K	2.94%	15
2018 Q4	$2.72M	Sell	85,300 -5,500	-6%	-$198K	3.25%	10
2018 Q3	$3.56M	Hold	90,800	–	–	3.04%	11
2018 Q2	$3.79M	Hold	90,800	–	–	3%	11
2018 Q1	$3.71M	Sell	90,800 -9,200	-9%	-$386K	2.92%	9
2017 Q4	$4.15M	Sell	100,000 -5,300	-5%	-$215K	3.31%	4
2017 Q3	$4.09M	Hold	105,300	–	–	3.18%	7
2017 Q2	$3.88M	Hold	105,300	–	–	3.2%	8
2017 Q1	$3.83M	Sell	105,300 -8,700	-8%	-$341K	3.14%	8
2016 Q4	$4.27M	Buy	+114,000	New	+$3.61M	3.53%	6

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

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

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

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

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

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

River Oaks Capital's SFBS Position: Q2 2023 in Review

River Oaks Capital sold out of ServisFirst Bancshares (SFBS) in Q2 2023, closing a stake of 6,000 shares — an estimated $328K sold.

River Oaks Capital first reported a position in SFBS in Q4 2016 and held it in 18 quarters. The position peaked at $5.14M in Q1 2022. 224 funds tracked by Wall St. Rank hold SFBS as of Q2 2023.

River Oaks Capital reported no remaining ServisFirst Bancshares position as of Q2 2023 after selling out during the quarter.
River Oaks Capital sold 6,000 ServisFirst Bancshares shares in Q2 2023, an estimated $328K.
River Oaks Capital first reported a position in ServisFirst Bancshares in Q4 2016 and held it in 18 quarters.
River Oaks Capital's ServisFirst Bancshares position peaked at $5.14M in Q1 2022.
224 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2023.

Based on River Oaks Capital's 13F filing for Q2 2023, filed 10 Aug 2023.