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

CAPTRUST 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 		$1.78M Buy
29,119
+136
+0.5% +$7.84K ﹤0.01% 1382
2026
Q1 		$1.58M Buy
28,983
+754
+3% +$41.7K ﹤0.01% 1330
2025
Q4 		$1.45M Sell
28,229
-1,349
-5% -$64.7K ﹤0.01% 1269
2025
Q3 		$1.3M Sell
29,578
-1,612
-5% -$68.9K ﹤0.01% 1281
2025
Q2 		$1.19M Buy
31,190
+67
+0.2% +$2.35K ﹤0.01% 1255
2025
Q1 		$1.02M Buy
31,123
+672
+2% +$23.6K ﹤0.01% 1258
2024
Q4 		$1.21M Sell
30,451
-42,583
-58% -$1.7M ﹤0.01% 1138
2024
Q3 		$2.49M Buy
73,034
+29
+0% +$933 0.01% 777
2024
Q2 		$2.13M Buy
73,005
+66
+0.1% +$1.81K 0.01% 794
2024
Q1 		$2.32M Sell
72,939
-1,865
-2% -$64.1K 0.01% 746
2023
Q4 		$2.78M Sell
74,804
-297
-0.4% -$8.82K 0.01% 774
2023
Q3 		$2.02M Sell
75,101
-219
-0.3% -$6.08K 0.01% 850
2023
Q2 		$1.86M Buy
75,320
+810
+1% +$21.1K 0.01% 862
2023
Q1 		$2.29M Sell
74,510
-149
-0.2% -$5.86K 0.01% 697
2022
Q4 		$3.42M Buy
74,659
+227
+0.3% +$10.3K 0.02% 550
2022
Q3 		$3.1M Buy
74,432
+10,457
+16% +$462K 0.02% 537
2022
Q2 		$2.79M Buy
63,975
+2,412
+4% +$110K 0.02% 515
2022
Q1 		$3.13M Sell
61,563
-33
-0.1% -$1.89K 0.02% 479
2021
Q4 		$3.85M Sell
61,596
-217
-0.4% -$12.8K 0.03% 419
2021
Q3 		$3.31M Buy
61,813
+61,695
+52,284% +$3.11M 0.03% 407
2021
Q2 		$6K Hold
118
– – ﹤0.01% 3795
2021
Q1 		$6K Sell
118
-5,396
-98% -$235K ﹤0.01% 3669
2020
Q4 		$195K Buy
5,514
+5,422
+5,893% +$167K ﹤0.01% 1196
2020
Q3 		$2K Hold
92
– – ﹤0.01% 2805
2020
Q2 		$2K Buy
+92
New +$2.5K ﹤0.01% 2631

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

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

CAPTRUST Financial Advisors increased its Southern First Bancshares (SFST) stake by 0.47% in Q2 2026, buying an estimated $7.84K and bringing the position to 29,119 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

CAPTRUST Financial Advisors first reported a position in SFST in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.85M in Q4 2021. 165 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

  • CAPTRUST Financial Advisors held 29,119 shares of Southern First Bancshares worth $1.78M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 136 Southern First Bancshares shares in Q2 2026, an estimated $7.84K.
  • Southern First Bancshares made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1382 holding.
  • CAPTRUST Financial Advisors first reported a position in Southern First Bancshares in Q2 2020 and has held it in 25 quarters since.
  • CAPTRUST Financial Advisors's Southern First Bancshares position peaked at $3.85M in Q4 2021.
  • 165 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.