Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FVWA
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
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
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
ECA
Endeavour Capital Advisors
Greenwich, Connecticut
$441M AUM
21.38%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
RIP
Rhino Investment Partners
West Conshohocken, Pennsylvania
$359M AUM
22.33%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
BFC
Banc Funds Company
Chicago, Illinois
$537M AUM
17.34%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close