Trustmark National Bank Trust Department’s ServisFirst Bancshares SFBS Stock Holding History

Trustmark National Bank Trust Department’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	-2,250	Closed	-$214K	–	274
2022 Q1	$214K	Buy	+2,250	New	+$196K	0.02%	255
2019 Q3	–	Sell	-250	Closed	-$9K	–	490
2019 Q2	$9K	Hold	250	–	–	﹤0.01%	461
2019 Q1	$8K	Hold	250	–	–	﹤0.01%	481
2018 Q4	$8K	Hold	250	–	–	﹤0.01%	474
2018 Q3	$10K	Buy	+250	New	+$10.6K	﹤0.01%	483

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 $2.93B AUM 27.62% 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

Trustmark National Bank Trust Department's SFBS Position: Q2 2022 in Review

Trustmark National Bank Trust Department sold out of ServisFirst Bancshares (SFBS) in Q2 2022, closing a stake of 2,250 shares — an estimated $214K sold.

Trustmark National Bank Trust Department first reported a position in SFBS in Q3 2018 and held it in 5 quarters. The position peaked at $214K in Q1 2022. 240 funds tracked by Wall St. Rank hold SFBS as of Q2 2022.

Trustmark National Bank Trust Department reported no remaining ServisFirst Bancshares position as of Q2 2022 after selling out during the quarter.
Trustmark National Bank Trust Department sold 2,250 ServisFirst Bancshares shares in Q2 2022, an estimated $214K.
Trustmark National Bank Trust Department first reported a position in ServisFirst Bancshares in Q3 2018 and held it in 5 quarters.
Trustmark National Bank Trust Department's ServisFirst Bancshares position peaked at $214K in Q1 2022.
240 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2022.

Based on Trustmark National Bank Trust Department's 13F filing for Q2 2022, filed 11 Aug 2022.