Number of Shares
1.61 Mil
Current Holdings Value*
$133.16 Mil
% of Portfolio
6.19%
Total Estimate Gain
$10.46 Mil
% of Total Estimate Gain
4.75%

Virtus KAR Small-Cap Growth Fund's Servisfirst Bancshares Inc Holding Summary

As of 2025-03-31, VIRTUS EQUITY TRUST held 1.61 Mil shares of Servisfirst Bancshares Inc(SFBS), totaling $133.16 Mil. This investment constitutes 6.19% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 2.95% of the outstanding Servisfirst Bancshares Inc(SFBS) stock.

The initial trade took place in 2021Q1. And since then Virtus KAR Small-Cap Growth Fund has made 6 purchases of SFBS, at an average price of $72.48, for a total of 3.04 Mil shares. In addition, there have been 8 sales at an average price of $74.14 for 1.42 Mil shares. Based on historical transaction data and SFBS's current price of $77.51, Virtus KAR Small-Cap Growth Fund's estimated gain on his SFBS holdings is $10.46 Mil, reflecting a 4.75% gain to date.

Virtus KAR Small-Cap Growth Fund SFBS ($77.51) Holding Chart

Virtus KAR Small-Cap Growth Fund SFBS ($77.51) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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