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IEQ Capital’s Southern First Bancshares SFST Stock Holding History

IEQ Capital’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 		$237K Buy
+4,357
New +$241K ﹤0.01% 1620

Other funds holding SFST

T. Rowe Price Investment Management
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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
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
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

IEQ Capital's SFST Position: Q1 2026 in Review

IEQ Capital opened a new position in Southern First Bancshares (SFST) in Q1 2026: 4,357 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #1620 among its holdings.

149 funds tracked by Wall St. Rank hold SFST as of Q1 2026.

  • IEQ Capital held 4,357 shares of Southern First Bancshares worth $237K as of Q1 2026.
  • Southern First Bancshares was a new IEQ Capital position in Q1 2026.
  • Southern First Bancshares made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1620 holding.
  • 149 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.