LPL Financial
SFST icon

LPL Financial’s Southern First Bancshares SFST Stock Holding History

LPL Financial’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
2022
Q1 		– Sell
-3,458
Closed -$216K – 4366
2021
Q4 		$216K Buy
+3,458
New +$203K ﹤0.01% 3934
2018
Q2 		– Sell
-4,658
Closed -$207K – 3274
2018
Q1 		$207K Buy
+4,658
New +$204K ﹤0.01% 2936

Other funds holding SFST

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial's SFST Position: Q1 2022 in Review

LPL Financial sold out of Southern First Bancshares (SFST) in Q1 2022, closing a stake of 3,458 shares — an estimated $216K sold.

LPL Financial first reported a position in SFST in Q1 2018 and held it in 2 quarters. The position peaked at $216K in Q4 2021. 107 funds tracked by Wall St. Rank hold SFST as of Q1 2022.

  • LPL Financial reported no remaining Southern First Bancshares position as of Q1 2022 after selling out during the quarter.
  • LPL Financial sold 3,458 Southern First Bancshares shares in Q1 2022, an estimated $216K.
  • LPL Financial first reported a position in Southern First Bancshares in Q1 2018 and held it in 2 quarters.
  • LPL Financial's Southern First Bancshares position peaked at $216K in Q4 2021.
  • 107 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2022.

Based on LPL Financial's 13F filing for Q1 2022, filed 16 May 2022.