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IFP Advisors’s Southern First Bancshares SFST Stock Holding History

IFP 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
Q2 		$3.36K Buy
55
+38
+224% +$2.19K ﹤0.01% 4001
2026
Q1 		$926 Hold
17
– – ﹤0.01% 4241
2025
Q4 		$876 Buy
17
+11
+183% +$527 ﹤0.01% 4113
2025
Q3 		$265 Buy
6
+3
+100% +$128 ﹤0.01% 4335
2025
Q2 		$190 Buy
+3
New +$105 ﹤0.01% 4642

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 $3.37T AUM 44.26% 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

IFP Advisors's SFST Position: Q2 2026 in Review

IFP Advisors increased its Southern First Bancshares (SFST) stake by 224% in Q2 2026, buying an estimated $2.19K and bringing the position to 55 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #4001.

IFP Advisors first reported a position in SFST in Q2 2025 and has held it in 5 quarters since. 164 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

  • IFP Advisors held 55 shares of Southern First Bancshares worth $3.36K as of Q2 2026.
  • IFP Advisors bought 38 Southern First Bancshares shares in Q2 2026, an estimated $2.19K.
  • Southern First Bancshares made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4001 holding.
  • IFP Advisors first reported a position in Southern First Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 164 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.