Simplex Trading
SFBS

Simplex Trading’s ServisFirst Bancshares SFBS Stock Holding History

Simplex Trading’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
Q2 		– Sell
-218
Closed -$13.5K – 9694
2024
Q1 		$14K Sell
218
-733
-77% -$46.6K ﹤0.01% 7388
2023
Q4 		$63K Buy
+951
New +$51.4K ﹤0.01% 5868
2021
Q2 		– Sell
-100
Closed -$6K – 10633
2021
Q1 		$6K Sell
100
-600
-86% -$29.8K ﹤0.01% 8163
2020
Q4 		$28K Buy
700
+494
+240% +$19.1K ﹤0.01% 6724
2020
Q3 		$7K Buy
+206
New +$7.4K ﹤0.01% 6971
2020
Q2 		– Sell
-90
Closed -$2.97K – 8278
2020
Q1 		$2K Buy
+90
New +$3.15K ﹤0.01% 7226
2019
Q2 		– Sell
-22
Closed -$735 – 7717
2019
Q1 		$0 Buy
+22
New +$751 ﹤0.01% 7763

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Simplex Trading's SFBS Position: Q2 2024 in Review

Simplex Trading sold out of ServisFirst Bancshares (SFBS) in Q2 2024, closing a stake of 218 shares — an estimated $13.5K sold.

Simplex Trading first reported a position in SFBS in Q1 2019 and held it in 7 quarters. The position peaked at $63K in Q4 2023. 260 funds tracked by Wall St. Rank hold SFBS as of Q2 2024.

  • Simplex Trading reported no remaining ServisFirst Bancshares position as of Q2 2024 after selling out during the quarter.
  • Simplex Trading sold 218 ServisFirst Bancshares shares in Q2 2024, an estimated $13.5K.
  • Simplex Trading first reported a position in ServisFirst Bancshares in Q1 2019 and held it in 7 quarters.
  • Simplex Trading's ServisFirst Bancshares position peaked at $63K in Q4 2023.
  • 260 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2024.

Based on Simplex Trading's 13F filing for Q2 2024, filed 25 Jul 2024.