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 Q2	$1.33M	Sell	21,693 -2,908	-12%	-$168K	﹤0.01%	2062
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

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

Marshall Wace's SFST Position: Q2 2026 in Review

Marshall Wace reduced its Southern First Bancshares (SFST) stake by 12% in Q2 2026, selling an estimated $168K and leaving 21,693 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

Marshall Wace first reported a position in SFST in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.6M in Q4 2025. 165 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

Marshall Wace held 21,693 shares of Southern First Bancshares worth $1.33M as of Q2 2026.
Marshall Wace sold 2,908 Southern First Bancshares shares in Q2 2026, an estimated $168K.
Southern First Bancshares made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2062 holding.
Marshall Wace first reported a position in Southern First Bancshares in Q4 2021 and has held it in 5 quarters since.
Marshall Wace's Southern First Bancshares position peaked at $2.6M in Q4 2025.
165 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.