SI
SFBS

Stephens Inc’s ServisFirst Bancshares SFBS Stock Holding History

Stephens Inc’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
2019
Q4 		– Sell
-10,000
Closed -$332K – 1195
2019
Q3 		$332K Hold
10,000
– – 0.01% 872
2019
Q2 		$343K Hold
10,000
– – 0.01% 870
2019
Q1 		$338K Hold
10,000
– – 0.01% 872
2018
Q4 		$319K Buy
+10,000
New +$360K 0.01% 830

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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stephens Inc's SFBS Position: Q4 2019 in Review

Stephens Inc sold out of ServisFirst Bancshares (SFBS) in Q4 2019, closing a stake of 10,000 shares — an estimated $332K sold.

Stephens Inc first reported a position in SFBS in Q4 2018 and held it in 4 quarters. The position peaked at $343K in Q2 2019. 146 funds tracked by Wall St. Rank hold SFBS as of Q4 2019.

  • Stephens Inc reported no remaining ServisFirst Bancshares position as of Q4 2019 after selling out during the quarter.
  • Stephens Inc sold 10,000 ServisFirst Bancshares shares in Q4 2019, an estimated $332K.
  • Stephens Inc first reported a position in ServisFirst Bancshares in Q4 2018 and held it in 4 quarters.
  • Stephens Inc's ServisFirst Bancshares position peaked at $343K in Q2 2019.
  • 146 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2019.

Based on Stephens Inc's 13F filing for Q4 2019, filed 14 Feb 2020.