Schubert & Co’s ServisFirst Bancshares SFBS Stock Holding History

Schubert & Co’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	-14	Closed	-$765	–	1251
2023 Q1	$765	Buy	14 +1	+8%	+$67	﹤0.01%	1298
2022 Q4	$896	Sell	13 -13	-50%	-$971	﹤0.01%	1213
2022 Q3	$2K	Buy	26 +9	+53%	+$759	﹤0.01%	906
2022 Q2	$1K	Buy	17 +6	+55%	+$489	﹤0.01%	1277
2022 Q1	$1K	Buy	11 +1	+10%	+$87	﹤0.01%	897
2021 Q4	$1K	Buy	+10	New	+$815	﹤0.01%	847

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 $2.66B AUM 14.89% 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

Schubert & Co's SFBS Position: Q2 2023 in Review

Schubert & Co sold out of ServisFirst Bancshares (SFBS) in Q2 2023, closing a stake of 14 shares — an estimated $765 sold.

Schubert & Co first reported a position in SFBS in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 224 funds tracked by Wall St. Rank hold SFBS as of Q2 2023.

Schubert & Co reported no remaining ServisFirst Bancshares position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 14 ServisFirst Bancshares shares in Q2 2023, an estimated $765.
Schubert & Co first reported a position in ServisFirst Bancshares in Q4 2021 and held it in 6 quarters.
Schubert & Co's ServisFirst Bancshares position peaked at $2K in Q3 2022.
224 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.