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EA Series Trust’s Southern First Bancshares SFST Stock Holding History

EA Series Trust’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
2023
Q2 		$253K Buy
+10,235
New +$267K 0.01% 1012

Other funds holding SFST

T. Rowe Price Investment Management
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EA Series Trust's SFST Position: Q2 2023 in Review

EA Series Trust opened a new position in Southern First Bancshares (SFST) in Q2 2023: 10,235 shares worth $253K. The stake represents 0.01% of the portfolio and ranks #1012 among its holdings.

82 funds tracked by Wall St. Rank hold SFST as of Q2 2023.

  • EA Series Trust held 10,235 shares of Southern First Bancshares worth $253K as of Q2 2023.
  • Southern First Bancshares was a new EA Series Trust position in Q2 2023.
  • Southern First Bancshares made up 0.01% of EA Series Trust's portfolio in Q2 2023, its #1012 holding.
  • 82 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.