Truist Financial’s ServisFirst Bancshares SFBS Stock Holding History

Truist Financial’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	-14,619	Closed	-$924K	–	2703
2024 Q2	$924K	Sell	14,619 -135,673	-90%	-$8.38M	﹤0.01%	1645
2024 Q1	$9.97M	Buy	150,292 +358	+0.2%	+$22.8K	0.02%	626
2023 Q4	$9.99M	Buy	149,934 +536	+0.4%	+$29K	0.02%	610
2023 Q3	$7.79M	Buy	149,398 +17,189	+13%	+$909K	0.01%	665
2023 Q2	$5.41M	Buy	132,209 +94,526	+251%	+$4.37M	0.01%	811
2023 Q1	$2.06M	Buy	+37,683	New	+$2.53M	﹤0.01%	1220
2020 Q3	–	Sell	-17,687	Closed	-$633K	–	2543
2020 Q2	$633K	Buy	17,687 +8,222	+87%	+$271K	﹤0.01%	1497
2020 Q1	$278K	Buy	9,465 +76	+0.8%	+$2.66K	﹤0.01%	1913
2019 Q4	$354K	Buy	+9,389	New	+$336K	﹤0.01%	2061

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

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

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

Truist Financial's SFBS Position: Q3 2024 in Review

Truist Financial sold out of ServisFirst Bancshares (SFBS) in Q3 2024, closing a stake of 14,619 shares — an estimated $924K sold.

Truist Financial first reported a position in SFBS in Q4 2019 and held it in 9 quarters. The position peaked at $9.99M in Q4 2023. 281 funds tracked by Wall St. Rank hold SFBS as of Q3 2024.

Truist Financial reported no remaining ServisFirst Bancshares position as of Q3 2024 after selling out during the quarter.
Truist Financial sold 14,619 ServisFirst Bancshares shares in Q3 2024, an estimated $924K.
Truist Financial first reported a position in ServisFirst Bancshares in Q4 2019 and held it in 9 quarters.
Truist Financial's ServisFirst Bancshares position peaked at $9.99M in Q4 2023.
281 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2024.

Based on Truist Financial's 13F filing for Q3 2024, filed 13 Nov 2024.