WHG
SFBS

Westwood Holdings Group’s ServisFirst Bancshares SFBS Stock Holding History

Westwood Holdings 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
2024
Q2 		– Sell
-6,118
Closed -$203K – 478
2024
Q1 		$203K Sell
6,118
-3,576
-37% -$114K ﹤0.01% 454
2023
Q4 		$323K Hold
9,694
– – ﹤0.01% 418
2023
Q3 		$253K Buy
+9,694
New +$256K ﹤0.01% 423
2023
Q2 		– Sell
-9,694
Closed -$265K – 520
2023
Q1 		$265K Sell
9,694
-2,200
-18% -$73.7K ﹤0.01% 456
2022
Q4 		$410K Sell
11,894
-1,948
-14% -$72.7K ﹤0.01% 440
2022
Q3 		$554K Sell
13,842
-1,342
-9% -$56.6K 0.01% 359
2022
Q2 		$599K Sell
15,184
-1,960
-11% -$79.8K 0.01% 382
2022
Q1 		$817K Hold
17,144
– – 0.01% 369
2021
Q4 		$728K Sell
17,144
-2,610
-13% -$106K 0.01% 365
2021
Q3 		$768K Sell
19,754
-862
-4% -$30.9K 0.01% 356
2021
Q2 		$701K Sell
20,616
-1,764
-8% -$58.3K 0.01% 368
2021
Q1 		$686K Hold
22,380
– – 0.01% 362
2020
Q4 		$451K Sell
22,380
-7,120
-24% -$138K 0.01% 372
2020
Q3 		$502K Buy
+29,500
New +$530K 0.01% 353
2019
Q2 		– Sell
-43,100
Closed -$728K – 526
2019
Q1 		$728K Sell
43,100
-1,420,666
-97% -$24.2M 0.01% 332
2018
Q4 		$23.3M Sell
1,463,766
-52,076
-3% -$937K 0.27% 115
2018
Q3 		$29.7M Buy
1,515,842
+125,486
+9% +$2.65M 0.26% 120
2018
Q2 		$29M Buy
1,390,356
+544
+0% +$11.6K 0.24% 128
2018
Q1 		$28.4M Buy
1,389,812
+101,180
+8% +$2.12M 0.23% 130
2017
Q4 		$26.7M Buy
1,288,632
+591,590
+85% +$12M 0.2% 128
2017
Q3 		$13.5M Buy
697,042
+43,824
+7% +$779K 0.11% 173
2017
Q2 		$12M Buy
653,218
+197,552
+43% +$3.6M 0.1% 178
2017
Q1 		$8.29M Buy
455,666
+61,470
+16% +$1.21M 0.07% 199
2016
Q4 		$7.38M Buy
+394,196
New +$6.24M 0.06% 212

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIG
Stonegate Investment Group Birmingham, Alabama $4.31B AUM 18.07% 1-Year Est. Return

Westwood Holdings Group's SFBS Position: Q2 2024 in Review

Westwood Holdings Group sold out of ServisFirst Bancshares (SFBS) in Q2 2024, closing a stake of 6,118 shares — an estimated $203K sold.

Westwood Holdings Group first reported a position in SFBS in Q4 2016 and held it in 24 quarters. The position peaked at $29.7M in Q3 2018. 260 funds tracked by Wall St. Rank hold SFBS as of Q2 2024.

  • Westwood Holdings Group reported no remaining ServisFirst Bancshares position as of Q2 2024 after selling out during the quarter.
  • Westwood Holdings Group sold 6,118 ServisFirst Bancshares shares in Q2 2024, an estimated $203K.
  • Westwood Holdings Group first reported a position in ServisFirst Bancshares in Q4 2016 and held it in 24 quarters.
  • Westwood Holdings Group's ServisFirst Bancshares position peaked at $29.7M in Q3 2018.
  • 260 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2024.

Based on Westwood Holdings Group's 13F filing for Q2 2024, filed 13 Aug 2024.