SGI
SFBS

Summit Global Investments’s ServisFirst Bancshares SFBS Stock Holding History

Summit Global Investments’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
Q1 		– Sell
-7,200
Closed -$496K – 570
2022
Q4 		$496K Buy
7,200
+1,900
+36% +$142K 0.04% 309
2022
Q3 		$424K Hold
5,300
– – 0.04% 340
2022
Q2 		$418K Hold
5,300
– – 0.04% 350
2022
Q1 		$505K Buy
+5,300
New +$463K 0.04% 330

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Summit Global Investments's SFBS Position: Q1 2023 in Review

Summit Global Investments sold out of ServisFirst Bancshares (SFBS) in Q1 2023, closing a stake of 7,200 shares — an estimated $496K sold.

Summit Global Investments first reported a position in SFBS in Q1 2022 and held it in 4 quarters. The position peaked at $505K in Q1 2022. 239 funds tracked by Wall St. Rank hold SFBS as of Q1 2023.

  • Summit Global Investments reported no remaining ServisFirst Bancshares position as of Q1 2023 after selling out during the quarter.
  • Summit Global Investments sold 7,200 ServisFirst Bancshares shares in Q1 2023, an estimated $496K.
  • Summit Global Investments first reported a position in ServisFirst Bancshares in Q1 2022 and held it in 4 quarters.
  • Summit Global Investments's ServisFirst Bancshares position peaked at $505K in Q1 2022.
  • 239 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2023.

Based on Summit Global Investments's 13F filing for Q1 2023, filed 4 May 2023.