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Brendel Financial Advisors’s Southern First Bancshares SFST Stock Holding History

Brendel Financial 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 		– Sell
-5,601
Closed -$305K – 113
2026
Q1 		$305K Buy
+5,601
New +$310K 0.15% 74

Other funds holding SFST

FCM
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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

Brendel Financial Advisors's SFST Position: Q2 2026 in Review

Brendel Financial Advisors sold out of Southern First Bancshares (SFST) in Q2 2026, closing a stake of 5,601 shares — an estimated $305K sold.

Brendel Financial Advisors first reported a position in SFST in Q1 2026 and held it in 1 quarter. The position peaked at $305K in Q1 2026. 165 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

  • Brendel Financial Advisors reported no remaining Southern First Bancshares position as of Q2 2026 after selling out during the quarter.
  • Brendel Financial Advisors sold 5,601 Southern First Bancshares shares in Q2 2026, an estimated $305K.
  • Brendel Financial Advisors first reported a position in Southern First Bancshares in Q1 2026 and held it in 1 quarter.
  • Brendel Financial Advisors's Southern First Bancshares position peaked at $305K in Q1 2026.
  • 165 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.