Jones Financial Companies
SFST icon

Jones Financial Companies’s Southern First Bancshares SFST Stock Holding History

Jones Financial Companies’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 		$6.12K Hold
100
– – ﹤0.01% 4011
2026
Q1 		$5.35K Hold
100
– – ﹤0.01% 3813
2025
Q4 		$5.15K Hold
100
– – ﹤0.01% 3485
2025
Q3 		$4.51K Buy
+100
New +$4.27K ﹤0.01% 3400

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

Jones Financial Companies's SFST Position: Q2 2026 in Review

Jones Financial Companies held its Southern First Bancshares (SFST) position steady in Q2 2026 at 100 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #4011.

Jones Financial Companies first reported a position in SFST in Q3 2025 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

  • Jones Financial Companies held 100 shares of Southern First Bancshares worth $6.12K as of Q2 2026.
  • Jones Financial Companies left its Southern First Bancshares share count unchanged in Q2 2026.
  • Southern First Bancshares made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4011 holding.
  • Jones Financial Companies first reported a position in Southern First Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.