Wellington Management Group’s ServisFirst Bancshares SFBS Stock Holding History

Wellington Management Group’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 Q2	–	Sell	-6,605	Closed	-$361K	–	1984
2023 Q1	$361K	Sell	6,605 -2,613	-28%	-$175K	﹤0.01%	1888
2022 Q4	$635K	Buy	9,218 +3,139	+52%	+$234K	﹤0.01%	1765
2022 Q3	$486K	Buy	+6,079	New	+$513K	﹤0.01%	1810
2021 Q1	–	Sell	-4,998	Closed	-$201K	–	2171
2020 Q4	$201K	Buy	+4,998	New	+$194K	﹤0.01%	1891
2015 Q4	–	Sell	-211,300	Closed	-$4.39M	–	2233
2015 Q3	$4.39M	Sell	211,300 -5,476	-3%	-$107K	﹤0.01%	1391
2015 Q2	$4.07M	Sell	216,776 -55,024	-20%	-$978K	﹤0.01%	1458
2015 Q1	$4.48M	Hold	271,800	–	–	﹤0.01%	1482
2014 Q4	$4.48M	Hold	271,800	–	–	﹤0.01%	1471
2014 Q3	$3.91M	Hold	271,800	–	–	﹤0.01%	1499
2014 Q2	$3.92M	Buy	+271,800	New	+$3.9M	﹤0.01%	1522

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Wellington Management Group's SFBS Position: Q2 2023 in Review

Wellington Management Group sold out of ServisFirst Bancshares (SFBS) in Q2 2023, closing a stake of 6,605 shares — an estimated $361K sold.

Wellington Management Group first reported a position in SFBS in Q2 2014 and held it in 10 quarters. The position peaked at $4.48M in Q1 2015. 224 funds tracked by Wall St. Rank hold SFBS as of Q2 2023.

Wellington Management Group reported no remaining ServisFirst Bancshares position as of Q2 2023 after selling out during the quarter.
Wellington Management Group sold 6,605 ServisFirst Bancshares shares in Q2 2023, an estimated $361K.
Wellington Management Group first reported a position in ServisFirst Bancshares in Q2 2014 and held it in 10 quarters.
Wellington Management Group's ServisFirst Bancshares position peaked at $4.48M in Q1 2015.
224 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2023.

Based on Wellington Management Group's 13F filing for Q2 2023, filed 14 Aug 2023.