SFS
SFBS

Sowell Financial Services’s ServisFirst Bancshares SFBS Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-232
Closed -$8K – 2329
2021
Q1 		$8K Buy
+232
New +$5.76K ﹤0.01% 2421

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's SFBS Position: Q2 2021 in Review

Sowell Financial Services sold out of ServisFirst Bancshares (SFBS) in Q2 2021, closing a stake of 232 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in SFBS in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 202 funds tracked by Wall St. Rank hold SFBS as of Q2 2021.

  • Sowell Financial Services reported no remaining ServisFirst Bancshares position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 232 ServisFirst Bancshares shares in Q2 2021, an estimated $8K.
  • Sowell Financial Services first reported a position in ServisFirst Bancshares in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's ServisFirst Bancshares position peaked at $8K in Q1 2021.
  • 202 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.