EF
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Empowered Funds’s Southern First Bancshares SFST Stock Holding History

Empowered Funds’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 		$1.79M Buy
29,227
+1,986
+7% +$114K 0.01% 1244
2026
Q1 		$1.48M Buy
+27,241
New +$1.51M 0.01% 1245
2025
Q4 		– Sell
-22,601
Closed -$997K – 1753
2025
Q3 		$997K Buy
22,601
+2,428
+12% +$104K 0.01% 1183
2025
Q2 		$767K Buy
20,173
+1,536
+8% +$53.9K 0.01% 1174
2025
Q1 		$614K Buy
18,637
+3,532
+23% +$124K 0.01% 1146
2024
Q4 		$600K Buy
15,105
+675
+5% +$27K 0.01% 1115
2024
Q3 		$492K Buy
14,430
+670
+5% +$21.6K 0.01% 1097
2024
Q2 		$402K Buy
13,760
+900
+7% +$24.7K 0.01% 1117
2024
Q1 		$408K Buy
12,860
+875
+7% +$30.1K 0.01% 1125
2023
Q4 		$445K Buy
11,985
+960
+9% +$28.5K 0.01% 1009
2023
Q3 		$297K Buy
11,025
+790
+8% +$21.9K 0.01% 1056
2023
Q2 		$253K Buy
+10,235
New +$267K 0.01% 1012

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

Empowered Funds's SFST Position: Q2 2026 in Review

Empowered Funds increased its Southern First Bancshares (SFST) stake by 7.3% in Q2 2026, buying an estimated $114K and bringing the position to 29,227 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #1244.

Empowered Funds first reported a position in SFST in Q2 2023 and has held it in 12 quarters since. 165 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

  • Empowered Funds held 29,227 shares of Southern First Bancshares worth $1.79M as of Q2 2026.
  • Empowered Funds bought 1,986 Southern First Bancshares shares in Q2 2026, an estimated $114K.
  • Southern First Bancshares made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1244 holding.
  • Empowered Funds first reported a position in Southern First Bancshares in Q2 2023 and has held it in 12 quarters since.
  • 165 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.