Steward Financial Group’s ServisFirst Bancshares SFBS Stock Holding History

Steward Financial Group’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 Q3	$2K	Buy	+41	New	+$2.17K	﹤0.01%	1039
2023 Q2	–	Sell	-10	Closed	–	–	912
2023 Q1	$0	Sell	10 -7	-41%	-$469	﹤0.01%	892
2022 Q4	$1K	Buy	+17	New	+$1.27K	﹤0.01%	471
2022 Q3	–	Sell	-20	Closed	-$1K	–	1101
2022 Q2	$1K	Buy	+20	New	+$1.63K	﹤0.01%	858

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Steward Financial Group's SFBS Position: Q3 2023 in Review

Steward Financial Group opened a new position in ServisFirst Bancshares (SFBS) in Q3 2023: 41 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1039 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SFBS as recently as Q1 2023.

Steward Financial Group first reported a position in SFBS in Q2 2022 and has held it in 4 quarters since. 240 funds tracked by Wall St. Rank hold SFBS as of Q3 2023.

Steward Financial Group held 41 shares of ServisFirst Bancshares worth $2K as of Q3 2023.
ServisFirst Bancshares was a new Steward Financial Group position in Q3 2023.
ServisFirst Bancshares made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1039 holding.
Steward Financial Group first reported a position in ServisFirst Bancshares in Q2 2022 and has held it in 4 quarters since.
240 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.