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Koss-Olinger Consulting’s Southern First Bancshares SFST Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-42,397
Closed -$2.18M – 282
2025
Q4 		$2.18M Hold
42,397
– – 0.17% 48
2025
Q3 		$1.61M Hold
42,397
– – 0.13% 94
2025
Q2 		$1.61M Hold
42,397
– – 0.13% 94
2025
Q1 		$1.4M Hold
42,397
– – 0.12% 96
2024
Q4 		$1.69M Buy
+42,397
New +$1.7M 0.15% 73

Other funds holding SFST

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RIP
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
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Koss-Olinger Consulting's SFST Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of Southern First Bancshares (SFST) in Q1 2026, closing a stake of 42,397 shares — an estimated $2.18M sold.

Koss-Olinger Consulting first reported a position in SFST in Q4 2024 and held it in 5 quarters. The position peaked at $2.18M in Q4 2025. 149 funds tracked by Wall St. Rank hold SFST as of Q1 2026.

  • Koss-Olinger Consulting reported no remaining Southern First Bancshares position as of Q1 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 42,397 Southern First Bancshares shares in Q1 2026, an estimated $2.18M.
  • Koss-Olinger Consulting first reported a position in Southern First Bancshares in Q4 2024 and held it in 5 quarters.
  • Koss-Olinger Consulting's Southern First Bancshares position peaked at $2.18M in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.