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
2025 Q1	–	Sell	-600	Closed	-$50K	–	9549
2024 Q4	$50K	Buy	+600	New	+$53.3K	﹤0.01%	5874
2024 Q3	–	Sell	-2,200	Closed	-$139K	–	9464
2024 Q2	$139K	Sell	2,200 -100	-4%	-$6.17K	﹤0.01%	5013
2024 Q1	$152K	Sell	2,300 -6,900	-75%	-$439K	﹤0.01%	5140
2023 Q4	$612K	Buy	9,200 +8,500	+1,214%	+$459K	﹤0.01%	3483
2023 Q3	$36K	Buy	700 +400	+133%	+$21.2K	﹤0.01%	6107
2023 Q2	$12K	Sell	300 -900	-75%	-$41.6K	﹤0.01%	7262
2023 Q1	$65K	Buy	+1,200	New	+$80.4K	﹤0.01%	5633
2022 Q3	–	Sell	-10,000	Closed	-$789K	–	10780
2022 Q2	$789K	Sell	10,000 -3,700	-27%	-$301K	﹤0.01%	2891
2022 Q1	$1.3M	Buy	13,700 +10,000	+270%	+$873K	﹤0.01%	2573
2021 Q4	$314K	Buy	+3,700	New	+$302K	﹤0.01%	4494
2020 Q1	–	Sell	-54	Closed	-$203K	–	8190
2019 Q4	$203K	Buy	+54	New	+$1.93K	﹤0.01%	3744

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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.