WAM
SFBS

Wakefield Asset Management’s ServisFirst Bancshares SFBS Stock Holding History

Wakefield Asset Management’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
2021
Q2 		– Sell
-15,686
Closed -$962K – 167
2021
Q1 		$962K Sell
15,686
-875
-5% -$43.5K 0.39% 66
2020
Q4 		$667K Sell
16,561
-148
-0.9% -$5.74K 0.28% 108
2020
Q3 		$569K Buy
16,709
+103
+0.6% +$3.7K 0.27% 100
2020
Q2 		$594K Buy
16,606
+199
+1% +$6.57K 0.28% 96
2020
Q1 		$481K Buy
+16,407
New +$575K 0.26% 91

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wakefield Asset Management's SFBS Position: Q2 2021 in Review

Wakefield Asset Management sold out of ServisFirst Bancshares (SFBS) in Q2 2021, closing a stake of 15,686 shares — an estimated $962K sold.

Wakefield Asset Management first reported a position in SFBS in Q1 2020 and held it in 5 quarters. The position peaked at $962K in Q1 2021. 202 funds tracked by Wall St. Rank hold SFBS as of Q2 2021.

  • Wakefield Asset Management reported no remaining ServisFirst Bancshares position as of Q2 2021 after selling out during the quarter.
  • Wakefield Asset Management sold 15,686 ServisFirst Bancshares shares in Q2 2021, an estimated $962K.
  • Wakefield Asset Management first reported a position in ServisFirst Bancshares in Q1 2020 and held it in 5 quarters.
  • Wakefield Asset Management's ServisFirst Bancshares position peaked at $962K in Q1 2021.
  • 202 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2021.

Based on Wakefield Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.