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Essential Partners’s Southern First Bancshares SFST Stock Holding History

Essential Partners’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 		$4.22K Sell
69
-55
-44% -$3.17K ﹤0.01% 1616
2026
Q1 		$6.76K Hold
124
– – ﹤0.01% 1440
2025
Q4 		$6.39K Buy
124
+5
+4% +$240 ﹤0.01% 1331
2025
Q3 		$5.25K Buy
119
+115
+2,875% +$4.91K ﹤0.01% 1408
2025
Q2 		$152 Buy
+4
New +$140 ﹤0.01% 2006

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

Essential Partners's SFST Position: Q2 2026 in Review

Essential Partners reduced its Southern First Bancshares (SFST) stake by 44% in Q2 2026, selling an estimated $3.17K and leaving 69 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Essential Partners first reported a position in SFST in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.76K in Q1 2026. 165 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

  • Essential Partners held 69 shares of Southern First Bancshares worth $4.22K as of Q2 2026.
  • Essential Partners sold 55 Southern First Bancshares shares in Q2 2026, an estimated $3.17K.
  • Southern First Bancshares made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1616 holding.
  • Essential Partners first reported a position in Southern First Bancshares in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Southern First Bancshares position peaked at $6.76K in Q1 2026.
  • 165 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.