John Overdeck’s Southern First Bancshares SFST Stock Holding History

John Overdeck’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	$854K	Buy	+13,984	New	+$806K	﹤0.01%	3724
2026 Q1	–	Sell	-5,662	Closed	-$292K	–	4892
2025 Q4	$292K	Sell	5,662 -8,854	-61%	-$425K	﹤0.01%	3585
2025 Q3	$640K	Buy	+14,516	New	+$620K	﹤0.01%	2865
2024 Q4	–	Sell	-8,562	Closed	-$292K	–	3447
2024 Q3	$292K	Buy	+8,562	New	+$276K	﹤0.01%	2677
2023 Q3	–	Sell	-16,267	Closed	-$403K	–	3186
2023 Q2	$403K	Sell	16,267 -442	-3%	-$11.5K	﹤0.01%	2412
2023 Q1	$513K	Sell	16,709 -2,960	-15%	-$116K	﹤0.01%	2190
2022 Q4	$900K	Buy	19,669 +1,942	+11%	+$88.1K	﹤0.01%	1743
2022 Q3	$739K	Buy	17,727 +2,777	+19%	+$123K	﹤0.01%	1596
2022 Q2	$652K	Sell	14,950 -3,196	-18%	-$145K	﹤0.01%	1719
2022 Q1	$923K	Buy	18,146 +12,434	+218%	+$714K	﹤0.01%	1742
2021 Q4	$357K	Buy	+5,712	New	+$336K	﹤0.01%	3526
2021 Q3	–	Sell	-5,657	Closed	-$289K	–	4643
2021 Q2	$289K	Sell	5,657 -693	-11%	-$35.8K	﹤0.01%	3544
2021 Q1	$298K	Buy	+6,350	New	+$277K	﹤0.01%	3329

Other funds holding SFST

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

John Overdeck's SFST Position: Q2 2026 in Review

John Overdeck opened a new position in Southern First Bancshares (SFST) in Q2 2026: 13,984 shares worth $854K. The stake represents ﹤0.01% of the portfolio and ranks #3724 among its holdings. This is a return to the name: John Overdeck previously reported a position in SFST as recently as Q4 2025.

John Overdeck first reported a position in SFST in Q1 2021 and has held it in 13 quarters since. The position peaked at $923K in Q1 2022. 164 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

John Overdeck held 13,984 shares of Southern First Bancshares worth $854K as of Q2 2026.
Southern First Bancshares was a new John Overdeck position in Q2 2026.
Southern First Bancshares made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3724 holding.
John Overdeck first reported a position in Southern First Bancshares in Q1 2021 and has held it in 13 quarters since.
John Overdeck's Southern First Bancshares position peaked at $923K in Q1 2022.
164 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.