Tarbox Family Office’s ServisFirst Bancshares SFBS Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-78	Closed	-$7K	–	827
2022 Q1	$7K	Hold	78	–	–	﹤0.01%	447
2021 Q4	$7K	Hold	78	–	–	﹤0.01%	531
2021 Q3	$6K	Hold	78	–	–	﹤0.01%	605
2021 Q2	$5K	Hold	78	–	–	﹤0.01%	652
2021 Q1	$5K	Hold	78	–	–	﹤0.01%	580
2020 Q4	$3K	Hold	78	–	–	﹤0.01%	734
2020 Q3	$3K	Hold	78	–	–	﹤0.01%	658
2020 Q2	$3K	Hold	78	–	–	﹤0.01%	664
2020 Q1	$2K	Buy	+78	New	+$2.73K	﹤0.01%	705

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

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

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

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

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

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

Tarbox Family Office's SFBS Position: Q2 2022 in Review

Tarbox Family Office sold out of ServisFirst Bancshares (SFBS) in Q2 2022, closing a stake of 78 shares — an estimated $7K sold.

Tarbox Family Office first reported a position in SFBS in Q1 2020 and held it in 9 quarters. The position peaked at $7K in Q1 2022. 240 funds tracked by Wall St. Rank hold SFBS as of Q2 2022.

Tarbox Family Office reported no remaining ServisFirst Bancshares position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 78 ServisFirst Bancshares shares in Q2 2022, an estimated $7K.
Tarbox Family Office first reported a position in ServisFirst Bancshares in Q1 2020 and held it in 9 quarters.
Tarbox Family Office's ServisFirst Bancshares position peaked at $7K in Q1 2022.
240 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.