ST
SFBS

Sageworth Trust’s ServisFirst Bancshares SFBS Stock Holding History

Sageworth 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
2023
Q2 		– Sell
-55
Closed -$3K – 384
2023
Q1 		$3K Hold
55
– – ﹤0.01% 422
2022
Q4 		$4K Hold
55
– – ﹤0.01% 283
2022
Q3 		$4K Hold
55
– – ﹤0.01% 274
2022
Q2 		$4K Hold
55
– – ﹤0.01% 305
2022
Q1 		$5K Hold
55
– – ﹤0.01% 253
2021
Q4 		$5K Sell
55
-185
-77% -$15.1K ﹤0.01% 406
2021
Q3 		$19K Hold
240
– – ﹤0.01% 379
2021
Q2 		$16K Buy
+240
New +$15.9K ﹤0.01% 461

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
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

Sageworth Trust's SFBS Position: Q2 2023 in Review

Sageworth Trust sold out of ServisFirst Bancshares (SFBS) in Q2 2023, closing a stake of 55 shares — an estimated $3K sold.

Sageworth Trust first reported a position in SFBS in Q2 2021 and held it in 8 quarters. The position peaked at $19K in Q3 2021. 224 funds tracked by Wall St. Rank hold SFBS as of Q2 2023.

  • Sageworth Trust reported no remaining ServisFirst Bancshares position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 55 ServisFirst Bancshares shares in Q2 2023, an estimated $3K.
  • Sageworth Trust first reported a position in ServisFirst Bancshares in Q2 2021 and held it in 8 quarters.
  • Sageworth Trust's ServisFirst Bancshares position peaked at $19K in Q3 2021.
  • 224 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.