First Trust Advisors’s Southern First Bancshares SFST Stock Holding History

First Trust 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	$204K	Buy	+3,341	New	+$193K	﹤0.01%	2598
2023 Q1	–	Sell	-6,526	Closed	-$299K	–	2460
2022 Q4	$299K	Buy	+6,526	New	+$296K	﹤0.01%	2313
2022 Q2	–	Sell	-4,032	Closed	-$205K	–	2590
2022 Q1	$205K	Buy	4,032 +360	+10%	+$20.7K	﹤0.01%	2469
2021 Q4	$229K	Buy	+3,672	New	+$216K	﹤0.01%	2445
2021 Q3	–	Sell	-4,072	Closed	-$208K	–	2625
2021 Q2	$208K	Buy	+4,072	New	+$211K	﹤0.01%	2419
2020 Q3	–	Sell	-17,272	Closed	-$479K	–	2464
2020 Q2	$479K	Buy	17,272 +547	+3%	+$14.8K	﹤0.01%	2032
2020 Q1	$474K	Sell	16,725 -3,114	-16%	-$116K	﹤0.01%	1964
2019 Q4	$843K	Sell	19,839 -330	-2%	-$13.7K	﹤0.01%	1949
2019 Q3	$804K	Buy	20,169 +2,292	+13%	+$89K	﹤0.01%	1949
2019 Q2	$700K	Buy	17,877 +5,356	+43%	+$194K	﹤0.01%	1995
2019 Q1	$424K	Buy	12,521 +169	+1%	+$6.03K	﹤0.01%	2190
2018 Q4	$396K	Sell	12,352 -8,767	-42%	-$314K	﹤0.01%	2193
2018 Q3	$830K	Buy	21,119 +2,988	+16%	+$129K	﹤0.01%	2008
2018 Q2	$801K	Buy	18,131 +3,081	+20%	+$143K	﹤0.01%	2012
2018 Q1	$670K	Buy	15,050 +227	+2%	+$9.94K	﹤0.01%	1937
2017 Q4	$611K	Buy	14,823 +204	+1%	+$8.11K	﹤0.01%	2029
2017 Q3	$531K	Sell	14,619 -1,998	-12%	-$72.2K	﹤0.01%	2062
2017 Q2	$616K	Buy	+16,617	New	+$571K	﹤0.01%	2011
2017 Q1	–	Sell	-6,370	Closed	-$229K	–	2446
2016 Q4	$229K	Buy	+6,370	New	+$192K	﹤0.01%	2334

Other funds holding SFST

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors's SFST Position: Q2 2026 in Review

First Trust Advisors opened a new position in Southern First Bancshares (SFST) in Q2 2026: 3,341 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #2598 among its holdings. This is a return to the name: First Trust Advisors previously reported a position in SFST as recently as Q4 2022.

First Trust Advisors first reported a position in SFST in Q4 2016 and has held it in 19 quarters since. The position peaked at $843K in Q4 2019. 165 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

First Trust Advisors held 3,341 shares of Southern First Bancshares worth $204K as of Q2 2026.
Southern First Bancshares was a new First Trust Advisors position in Q2 2026.
Southern First Bancshares made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2598 holding.
First Trust Advisors first reported a position in Southern First Bancshares in Q4 2016 and has held it in 19 quarters since.
First Trust Advisors's Southern First Bancshares position peaked at $843K in Q4 2019.
165 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.