TWP
SFBS

Triad Wealth Partners’s ServisFirst Bancshares SFBS Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-37
Closed -$2.34K – 747
2024
Q2 		$2.34K Buy
+37
New +$2.28K ﹤0.01% 732

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Triad Wealth Partners's SFBS Position: Q3 2024 in Review

Triad Wealth Partners sold out of ServisFirst Bancshares (SFBS) in Q3 2024, closing a stake of 37 shares — an estimated $2.34K sold.

Triad Wealth Partners first reported a position in SFBS in Q2 2024 and held it in 1 quarter. The position peaked at $2.34K in Q2 2024. 281 funds tracked by Wall St. Rank hold SFBS as of Q3 2024.

  • Triad Wealth Partners reported no remaining ServisFirst Bancshares position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 37 ServisFirst Bancshares shares in Q3 2024, an estimated $2.34K.
  • Triad Wealth Partners first reported a position in ServisFirst Bancshares in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's ServisFirst Bancshares position peaked at $2.34K in Q2 2024.
  • 281 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.