VNA
SFBS

Valley National Advisers’s ServisFirst Bancshares SFBS Stock Holding History

Valley National Advisers’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
-20
Closed -$1K – 1076
2024
Q2 		$1K Hold
20
– – ﹤0.01% 1120
2024
Q1 		$1K Hold
20
– – ﹤0.01% 1165
2023
Q4 		$1K Buy
+20
New +$1.08K ﹤0.01% 1139

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

Valley National Advisers's SFBS Position: Q3 2024 in Review

Valley National Advisers sold out of ServisFirst Bancshares (SFBS) in Q3 2024, closing a stake of 20 shares — an estimated $1K sold.

Valley National Advisers first reported a position in SFBS in Q4 2023 and held it in 3 quarters. The position peaked at $1K in Q2 2024. 281 funds tracked by Wall St. Rank hold SFBS as of Q3 2024.

  • Valley National Advisers reported no remaining ServisFirst Bancshares position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 20 ServisFirst Bancshares shares in Q3 2024, an estimated $1K.
  • Valley National Advisers first reported a position in ServisFirst Bancshares in Q4 2023 and held it in 3 quarters.
  • Valley National Advisers's ServisFirst Bancshares position peaked at $1K in Q2 2024.
  • 281 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.