WSTAM
SFBS

Wilbanks Smith & Thomas Asset Management’s ServisFirst Bancshares SFBS Stock Holding History

Wilbanks Smith & Thomas 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
2024
Q1 		$398K Hold
6,000
– – 0.01% 376
2023
Q4 		$400K Hold
6,000
– – 0.01% 369
2023
Q3 		$313K Sell
6,000
-400
-6% -$21.2K 0.01% 391
2023
Q2 		$262K Buy
6,400
+400
+7% +$18.5K 0.01% 445
2023
Q1 		$328K Buy
+6,000
New +$402K 0.01% 383

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 $34B AUM 6.31% 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 $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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 $481B AUM 30.42% 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 $204B AUM 27.99% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SFBS Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management held its ServisFirst Bancshares (SFBS) position steady in Q1 2024 at 6,000 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #376.

Wilbanks Smith & Thomas Asset Management first reported a position in SFBS in Q1 2023 and has held it in 5 quarters since. The position peaked at $400K in Q4 2023. 253 funds tracked by Wall St. Rank hold SFBS as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 6,000 shares of ServisFirst Bancshares worth $398K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management left its ServisFirst Bancshares share count unchanged in Q1 2024.
  • ServisFirst Bancshares made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #376 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in ServisFirst Bancshares in Q1 2023 and has held it in 5 quarters since.
  • Wilbanks Smith & Thomas Asset Management's ServisFirst Bancshares position peaked at $400K in Q4 2023.
  • 253 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.