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Basecamp Wealth Advisors’s Southern First Bancshares SFST Stock Holding History

Basecamp Wealth Advisors’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
Q2 		$1.41K Buy
23
+9
+64% +$519 ﹤0.01% 1441
2026
Q1 		$763 Buy
+14
New +$774 ﹤0.01% 1623

Other funds holding SFST

FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Basecamp Wealth Advisors's SFST Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Southern First Bancshares (SFST) stake by 64% in Q2 2026, buying an estimated $519 and bringing the position to 23 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Basecamp Wealth Advisors first reported a position in SFST in Q1 2026 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

  • Basecamp Wealth Advisors held 23 shares of Southern First Bancshares worth $1.41K as of Q2 2026.
  • Basecamp Wealth Advisors bought 9 Southern First Bancshares shares in Q2 2026, an estimated $519.
  • Southern First Bancshares made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1441 holding.
  • Basecamp Wealth Advisors first reported a position in Southern First Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.