Walleye Capital
SFBS

Walleye Capital’s ServisFirst Bancshares SFBS Stock Holding History

Walleye Capital’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
2023
Q4 		– Sell
-5,254
Closed -$274K – 5455
2023
Q3 		$274K Sell
5,254
-46,135
-90% -$2.44M ﹤0.01% 3308
2023
Q2 		$2.1M Buy
51,389
+45,947
+844% +$2.12M 0.01% 1289
2023
Q1 		$297K Buy
+5,442
New +$365K ﹤0.01% 2134

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Walleye Capital's SFBS Position: Q4 2023 in Review

Walleye Capital sold out of ServisFirst Bancshares (SFBS) in Q4 2023, closing a stake of 5,254 shares — an estimated $274K sold.

Walleye Capital first reported a position in SFBS in Q1 2023 and held it in 3 quarters. The position peaked at $2.1M in Q2 2023. 251 funds tracked by Wall St. Rank hold SFBS as of Q4 2023.

  • Walleye Capital reported no remaining ServisFirst Bancshares position as of Q4 2023 after selling out during the quarter.
  • Walleye Capital sold 5,254 ServisFirst Bancshares shares in Q4 2023, an estimated $274K.
  • Walleye Capital first reported a position in ServisFirst Bancshares in Q1 2023 and held it in 3 quarters.
  • Walleye Capital's ServisFirst Bancshares position peaked at $2.1M in Q2 2023.
  • 251 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2023.

Based on Walleye Capital's 13F filing for Q4 2023, filed 14 Feb 2024.