Fourthstone LLC’s Southern First Bancshares SFST Stock Holding History

Fourthstone LLC’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	–	Sell	-4,561	Closed	-$249K	–	59
2026 Q1	$249K	Sell	4,561 -118,679	-96%	-$6.56M	0.04%	60
2025 Q4	$6.35M	Sell	123,240 -35,514	-22%	-$1.7M	1.19%	31
2025 Q3	$7M	Buy	158,754 +29,580	+23%	+$1.26M	1.26%	27
2025 Q2	$4.91M	Buy	129,174 +62,993	+95%	+$2.21M	0.96%	32
2025 Q1	$2.18M	Buy	+66,181	New	+$2.32M	0.54%	32
2024 Q4	–	Sell	-33,897	Closed	-$1.16M	–	81
2024 Q3	$1.16M	Buy	+33,897	New	+$1.09M	0.26%	39
2022 Q3	–	Sell	-10,484	Closed	-$457K	–	59
2022 Q2	$457K	Buy	+10,484	New	+$476K	0.18%	38
2021 Q1	–	Sell	-33,620	Closed	-$1.19M	–	44
2020 Q4	$1.19M	Buy	33,620 +24,695	+277%	+$761K	0.75%	24
2020 Q3	$216K	Buy	+8,925	New	+$226K	0.18%	38

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

Fourthstone LLC's SFST Position: Q2 2026 in Review

Fourthstone LLC sold out of Southern First Bancshares (SFST) in Q2 2026, closing a stake of 4,561 shares — an estimated $249K sold.

Fourthstone LLC first reported a position in SFST in Q3 2020 and held it in 9 quarters. The position peaked at $7M in Q3 2025. 165 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

Fourthstone LLC reported no remaining Southern First Bancshares position as of Q2 2026 after selling out during the quarter.
Fourthstone LLC sold 4,561 Southern First Bancshares shares in Q2 2026, an estimated $249K.
Fourthstone LLC first reported a position in Southern First Bancshares in Q3 2020 and held it in 9 quarters.
Fourthstone LLC's Southern First Bancshares position peaked at $7M in Q3 2025.
165 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on Fourthstone LLC's 13F filing for Q2 2026, filed 14 Aug 2026.