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
2023 Q2	–	Sell	-100	Closed	-$5K	–	9841
2023 Q1	$5K	Buy	+100	New	+$6.7K	﹤0.01%	8073
2021 Q2	–	Sell	-4	Closed	-$24K	–	10634
2021 Q1	$24K	Sell	4 -28	-88%	-$1.39K	﹤0.01%	7315
2020 Q4	$128K	Buy	+32	New	+$1.24K	﹤0.01%	5174
2020 Q3	–	Sell	-13	Closed	-$46K	–	8431
2020 Q2	$46K	Buy	13 +3	+30%	+$99	﹤0.01%	5572
2020 Q1	$29K	Buy	+10	New	+$350	﹤0.01%	5650
2019 Q3	–	Sell	-1	Closed	-$3K	–	7817
2019 Q2	$3K	Buy	+1	New	+$33	﹤0.01%	6659

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.