SFI
SFBS

Susquehanna Fundamental Investments’s ServisFirst Bancshares SFBS Stock Holding History

Susquehanna Fundamental 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
2026
Q1 		$2.77M Buy
+37,991
New +$3.01M 0.1% 184
2022
Q4 		– Sell
-22,020
Closed -$1.76M – 1452
2022
Q3 		$1.76M Buy
+22,020
New +$1.86M 0.03% 623
2022
Q1 		$557K Sell
5,850
-1,490
-20% -$130K 0.01% 1034
2021
Q4 		$623K Sell
7,340
-5,594
-43% -$456K 0.02% 835
2021
Q3 		$1.01M Buy
12,934
+3,816
+42% +$273K 0.02% 862
2021
Q2 		$620K Buy
9,118
+1,620
+22% +$107K 0.01% 1066
2021
Q1 		$460K Sell
7,498
-1,312
-15% -$65.2K 0.01% 1172
2020
Q4 		$355K Buy
+8,810
New +$341K 0.01% 1213

Other funds holding SFBS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return