VIA
SFBS

Vident Investment Advisory’s ServisFirst Bancshares SFBS Stock Holding History

Vident Investment Advisory’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
Q4 		– Sell
-13,592
Closed -$1.08M – 1319
2022
Q3 		$1.08M Buy
13,592
+4,787
+54% +$404K 0.04% 572
2022
Q2 		$695K Buy
+8,805
New +$717K 0.02% 754

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
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vident Investment Advisory's SFBS Position: Q4 2022 in Review

Vident Investment Advisory sold out of ServisFirst Bancshares (SFBS) in Q4 2022, closing a stake of 13,592 shares — an estimated $1.08M sold.

Vident Investment Advisory first reported a position in SFBS in Q2 2022 and held it in 2 quarters. The position peaked at $1.08M in Q3 2022. 252 funds tracked by Wall St. Rank hold SFBS as of Q4 2022.

  • Vident Investment Advisory reported no remaining ServisFirst Bancshares position as of Q4 2022 after selling out during the quarter.
  • Vident Investment Advisory sold 13,592 ServisFirst Bancshares shares in Q4 2022, an estimated $1.08M.
  • Vident Investment Advisory first reported a position in ServisFirst Bancshares in Q2 2022 and held it in 2 quarters.
  • Vident Investment Advisory's ServisFirst Bancshares position peaked at $1.08M in Q3 2022.
  • 252 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2022.

Based on Vident Investment Advisory's 13F filing for Q4 2022, filed 14 Feb 2023.