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Hillsdale Investment Management’s Southern First Bancshares SFST Stock Holding History

Hillsdale Investment Management’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
-6,570
Closed -$358K – 752
2026
Q1 		$358K Buy
6,570
+6,400
+3,765% +$354K 0.01% 458
2025
Q4 		$8.76K Sell
170
-7,000
-98% -$336K ﹤0.01% 581
2025
Q3 		$316K Buy
+7,170
New +$306K 0.01% 459

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 $3.38T AUM 44.17% 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

Hillsdale Investment Management's SFST Position: Q2 2026 in Review

Hillsdale Investment Management sold out of Southern First Bancshares (SFST) in Q2 2026, closing a stake of 6,570 shares — an estimated $358K sold.

Hillsdale Investment Management first reported a position in SFST in Q3 2025 and held it in 3 quarters. The position peaked at $358K in Q1 2026. 165 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

  • Hillsdale Investment Management reported no remaining Southern First Bancshares position as of Q2 2026 after selling out during the quarter.
  • Hillsdale Investment Management sold 6,570 Southern First Bancshares shares in Q2 2026, an estimated $358K.
  • Hillsdale Investment Management first reported a position in Southern First Bancshares in Q3 2025 and held it in 3 quarters.
  • Hillsdale Investment Management's Southern First Bancshares position peaked at $358K in Q1 2026.
  • 165 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.