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Foster Victor Wealth Advisors’s Southern First Bancshares SFST Stock Holding History

Foster Victor Wealth 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 		$614K Buy
9,992
+539
+6% +$31.1K 0.03% 165
2026
Q1 		$556K Buy
9,453
+159
+2% +$8.79K 0.03% 160
2025
Q4 		$518K Sell
9,294
-750
-7% -$36K 0.03% 158
2025
Q3 		$441K Sell
10,044
-243
-2% -$10.4K 0.03% 158
2025
Q2 		$409K Hold
10,287
– – 0.03% 154
2025
Q1 		$317K Buy
10,287
+631
+7% +$22.1K 0.03% 158
2024
Q4 		$357K Sell
9,656
-639
-6% -$25.6K 0.03% 146
2024
Q3 		$351K Buy
10,295
+312
+3% +$10K 0.03% 145
2024
Q2 		$333K Buy
9,983
+1,614
+19% +$44.3K 0.03% 147
2024
Q1 		$225K Buy
+8,369
New +$288K 0.02% 159
2023
Q1 		– Sell
-6,536
Closed -$291K – 174
2022
Q4 		$291K Sell
6,536
-400
-6% -$18.2K 0.04% 123
2022
Q3 		$297K Buy
6,936
+240
+4% +$10.6K 0.04% 114
2022
Q2 		$294K Buy
6,696
+214
+3% +$9.73K 0.04% 113
2022
Q1 		$321K Buy
6,482
+1,966
+44% +$113K 0.04% 109
2021
Q4 		$279K Buy
4,516
+700
+18% +$41.2K 0.04% 122
2021
Q3 		$204K Buy
+3,816
New +$193K 0.03% 134

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

Foster Victor Wealth Advisors's SFST Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Southern First Bancshares (SFST) stake by 5.7% in Q2 2026, buying an estimated $31.1K and bringing the position to 9,992 shares worth $614K. The position accounts for 0.03% of the portfolio, ranked #165.

Foster Victor Wealth Advisors first reported a position in SFST in Q3 2021 and has held it in 16 quarters since. 165 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

  • Foster Victor Wealth Advisors held 9,992 shares of Southern First Bancshares worth $614K as of Q2 2026.
  • Foster Victor Wealth Advisors bought 539 Southern First Bancshares shares in Q2 2026, an estimated $31.1K.
  • Southern First Bancshares made up 0.03% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #165 holding.
  • Foster Victor Wealth Advisors first reported a position in Southern First Bancshares in Q3 2021 and has held it in 16 quarters since.
  • 165 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.