Amalgamated Bank’s Southern First Bancshares SFST Stock Holding History

Amalgamated Bank’s Portfolio SFST Stock Details SFST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-244	Closed	-$13K	–	2614
2025 Q4	$13K	Sell	244 -15	-6%	-$719	﹤0.01%	2320
2025 Q3	$11K	Hold	259	–	–	﹤0.01%	2434
2025 Q2	$10K	Hold	259	–	–	﹤0.01%	2445
2025 Q1	$9K	Hold	259	–	–	﹤0.01%	2443
2024 Q4	$10K	Hold	259	–	–	﹤0.01%	2445
2024 Q3	$9K	Hold	259	–	–	﹤0.01%	2518
2024 Q2	$8K	Hold	259	–	–	﹤0.01%	2574
2024 Q1	$8K	Sell	259 -443	-63%	-$15.2K	﹤0.01%	2542
2023 Q4	$26K	Sell	702 -77	-10%	-$2.29K	﹤0.01%	2540
2023 Q3	$21K	Hold	779	–	–	﹤0.01%	2649
2023 Q2	$19K	Hold	779	–	–	﹤0.01%	2774
2023 Q1	$24K	Sell	779 -175	-18%	-$6.88K	﹤0.01%	2584
2022 Q4	$44K	Hold	954	–	–	﹤0.01%	2482
2022 Q3	$40K	Hold	954	–	–	﹤0.01%	2557
2022 Q2	$42K	Sell	954 -48	-5%	-$2.18K	﹤0.01%	2568
2022 Q1	$51K	Buy	+1,002	New	+$57.5K	﹤0.01%	2476

Other funds holding SFST

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Amalgamated Bank's SFST Position: Q1 2026 in Review

Amalgamated Bank sold out of Southern First Bancshares (SFST) in Q1 2026, closing a stake of 244 shares — an estimated $13K sold.

Amalgamated Bank first reported a position in SFST in Q1 2022 and held it in 16 quarters. The position peaked at $51K in Q1 2022. 149 funds tracked by Wall St. Rank hold SFST as of Q1 2026.

Amalgamated Bank reported no remaining Southern First Bancshares position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 244 Southern First Bancshares shares in Q1 2026, an estimated $13K.
Amalgamated Bank first reported a position in Southern First Bancshares in Q1 2022 and held it in 16 quarters.
Amalgamated Bank's Southern First Bancshares position peaked at $51K in Q1 2022.
149 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.