TD Asset Management’s ServisFirst Bancshares SFBS Stock Holding History

TD Asset Management’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 Q2	–	Sell	-10,669	Closed	-$583K	–	1464
2023 Q1	$583K	Sell	10,669 -1,235	-10%	-$82.8K	﹤0.01%	1234
2022 Q4	$820K	Sell	11,904 -221	-2%	-$16.5K	﹤0.01%	1179
2022 Q3	$976K	Sell	12,125 -4,904	-29%	-$414K	﹤0.01%	1187
2022 Q2	$1.34M	Sell	17,029 -1,472	-8%	-$120K	﹤0.01%	1124
2022 Q1	$1.76M	Buy	18,501 +4,462	+32%	+$390K	﹤0.01%	1123
2021 Q4	$1.19M	Buy	+14,039	New	+$1.14M	﹤0.01%	1246
2021 Q2	–	Sell	-10,400	Closed	-$638K	–	1563
2021 Q1	$638K	Buy	+10,400	New	+$516K	﹤0.01%	1357

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

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

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

TD Asset Management's SFBS Position: Q2 2023 in Review

TD Asset Management sold out of ServisFirst Bancshares (SFBS) in Q2 2023, closing a stake of 10,669 shares — an estimated $583K sold.

TD Asset Management first reported a position in SFBS in Q1 2021 and held it in 7 quarters. The position peaked at $1.76M in Q1 2022. 224 funds tracked by Wall St. Rank hold SFBS as of Q2 2023.

TD Asset Management reported no remaining ServisFirst Bancshares position as of Q2 2023 after selling out during the quarter.
TD Asset Management sold 10,669 ServisFirst Bancshares shares in Q2 2023, an estimated $583K.
TD Asset Management first reported a position in ServisFirst Bancshares in Q1 2021 and held it in 7 quarters.
TD Asset Management's ServisFirst Bancshares position peaked at $1.76M in Q1 2022.
224 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2023.

Based on TD Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.