Jacobs Levy Equity Management
SFST icon

Jacobs Levy Equity Management’s Southern First Bancshares SFST Stock Holding History

Jacobs Levy Equity 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
2025
Q1 		– Sell
-15,746
Closed -$626K – 1189
2024
Q4 		$626K Buy
15,746
+462
+3% +$18.5K ﹤0.01% 781
2024
Q3 		$521K Sell
15,284
-103
-0.7% -$3.31K ﹤0.01% 827
2024
Q2 		$450K Sell
15,387
-7,170
-32% -$197K ﹤0.01% 850
2024
Q1 		$716K Sell
22,557
-149
-0.7% -$5.12K ﹤0.01% 768
2023
Q4 		$842K Sell
22,706
-4,395
-16% -$131K ﹤0.01% 749
2023
Q3 		$730K Sell
27,101
-9,119
-25% -$253K ﹤0.01% 732
2023
Q2 		$896K Buy
36,220
+23,790
+191% +$620K 0.01% 717
2023
Q1 		$382K Buy
12,430
+3,324
+37% +$131K ﹤0.01% 834
2022
Q4 		$417K Buy
9,106
+154
+2% +$6.99K ﹤0.01% 819
2022
Q3 		$373K Sell
8,952
-204
-2% -$9.02K ﹤0.01% 869
2022
Q2 		$399K Sell
9,156
-7,051
-44% -$320K ﹤0.01% 896
2022
Q1 		$824K Sell
16,207
-1,841
-10% -$106K 0.01% 787
2021
Q4 		$1.13M Sell
18,048
-9,234
-34% -$543K 0.01% 720
2021
Q3 		$1.46M Sell
27,282
-911
-3% -$46K 0.01% 675
2021
Q2 		$1.44M Buy
28,193
+1,401
+5% +$72.4K 0.01% 663
2021
Q1 		$1.26M Sell
26,792
-3,008
-10% -$131K 0.01% 687
2020
Q4 		$1.05M Sell
29,800
-2,141
-7% -$65.9K 0.01% 709
2020
Q3 		$771K Buy
31,941
+9,699
+44% +$246K 0.01% 709
2020
Q2 		$616K Buy
+22,242
New +$604K 0.01% 754

Other funds holding SFST

FJ Capital Management
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
Endeavour Capital Advisors
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Rhino Investment Partners
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobs Levy Equity Management's SFST Position: Q1 2025 in Review

Jacobs Levy Equity Management sold out of Southern First Bancshares (SFST) in Q1 2025, closing a stake of 15,746 shares — an estimated $626K sold.

Jacobs Levy Equity Management first reported a position in SFST in Q2 2020 and held it in 19 quarters. The position peaked at $1.46M in Q3 2021. 97 funds tracked by Wall St. Rank hold SFST as of Q1 2025.

  • Jacobs Levy Equity Management reported no remaining Southern First Bancshares position as of Q1 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 15,746 Southern First Bancshares shares in Q1 2025, an estimated $626K.
  • Jacobs Levy Equity Management first reported a position in Southern First Bancshares in Q2 2020 and held it in 19 quarters.
  • Jacobs Levy Equity Management's Southern First Bancshares position peaked at $1.46M in Q3 2021.
  • 97 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2025, filed 15 May 2025.