Hotchkis & Wiley Capital Management’s Southern First Bancshares SFST Stock Holding History

Hotchkis & Wiley Capital 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 Q1	$6.27M	Buy	+115,130	New	+$6.36M	0.02%	355
2025 Q1	–	Sell	-67,184	Closed	-$2.67M	–	504
2024 Q4	$2.67M	Sell	67,184 -5,300	-7%	-$212K	0.01%	455
2024 Q3	$2.47M	Sell	72,484 -19,400	-21%	-$624K	0.01%	465
2024 Q2	$2.69M	Buy	91,884 +1,000	+1%	+$27.4K	0.01%	456
2024 Q1	$2.89M	Sell	90,884 -4,310	-5%	-$148K	0.01%	441
2023 Q4	$3.53M	Sell	95,194 -7,605	-7%	-$226K	0.01%	417
2023 Q3	$2.77M	Buy	102,799 +3,160	+3%	+$87.8K	0.01%	428
2023 Q2	$2.47M	Buy	99,639 +30,520	+44%	+$796K	0.01%	458
2023 Q1	$2.12M	Buy	69,119 +17,810	+35%	+$700K	0.01%	454
2022 Q4	$2.35M	Buy	+51,309	New	+$2.33M	0.01%	444

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 $5.72T 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 $432B 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

Hotchkis & Wiley Capital Management's SFST Position: Q1 2026 in Review

Hotchkis & Wiley Capital Management opened a new position in Southern First Bancshares (SFST) in Q1 2026: 115,130 shares worth $6.27M. The stake represents 0.02% of the portfolio and ranks #355 among its holdings. This is a return to the name: Hotchkis & Wiley Capital Management previously reported a position in SFST as recently as Q4 2024.

Hotchkis & Wiley Capital Management first reported a position in SFST in Q4 2022 and has held it in 10 quarters since. 149 funds tracked by Wall St. Rank hold SFST as of Q1 2026.

Hotchkis & Wiley Capital Management held 115,130 shares of Southern First Bancshares worth $6.27M as of Q1 2026.
Southern First Bancshares was a new Hotchkis & Wiley Capital Management position in Q1 2026.
Southern First Bancshares made up 0.02% of Hotchkis & Wiley Capital Management's portfolio in Q1 2026, its #355 holding.
Hotchkis & Wiley Capital Management first reported a position in Southern First Bancshares in Q4 2022 and has held it in 10 quarters since.
149 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q1 2026, filed 15 May 2026.