Marshall Wace
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Marshall Wace’s Southern First Bancshares SFST Stock Holding History

Marshall Wace’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 		$1.34M Sell
24,601
-25,850
-51% -$1.43M ﹤0.01% 1994
2025
Q4 		$2.6M Buy
50,451
+34,466
+216% +$1.65M ﹤0.01% 1448
2025
Q3 		$705K Buy
+15,985
New +$683K ﹤0.01% 2097
2022
Q1 		– Sell
-197
Closed -$12K – 3945
2021
Q4 		$12K Buy
+197
New +$11.6K ﹤0.01% 3742

Other funds holding SFST

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Marshall Wace's SFST Position: Q1 2026 in Review

Marshall Wace reduced its Southern First Bancshares (SFST) stake by 51% in Q1 2026, selling an estimated $1.43M and leaving 24,601 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Marshall Wace first reported a position in SFST in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.6M in Q4 2025. 149 funds tracked by Wall St. Rank hold SFST as of Q1 2026.

  • Marshall Wace held 24,601 shares of Southern First Bancshares worth $1.34M as of Q1 2026.
  • Marshall Wace sold 25,850 Southern First Bancshares shares in Q1 2026, an estimated $1.43M.
  • Southern First Bancshares made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1994 holding.
  • Marshall Wace first reported a position in Southern First Bancshares in Q4 2021 and has held it in 4 quarters since.
  • Marshall Wace's Southern First Bancshares position peaked at $2.6M in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.