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SFST icon

NewEdge Advisors’s Southern First Bancshares SFST Stock Holding History

NewEdge Advisors’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 		$662K Buy
12,143
+957
+9% +$52.9K ﹤0.01% 1771
2025
Q4 		$576K Sell
11,186
-3,744
-25% -$180K ﹤0.01% 1869
2025
Q3 		$659K Buy
14,930
+4,673
+46% +$200K ﹤0.01% 1652
2025
Q2 		$390K Sell
10,257
-2,198
-18% -$77.1K ﹤0.01% 1843
2025
Q1 		$410K Hold
12,455
– – ﹤0.01% 1699
2024
Q4 		$495K Hold
12,455
– – ﹤0.01% 1561
2024
Q3 		$424K Hold
12,455
– – ﹤0.01% 1570
2024
Q2 		$364K Buy
12,455
+50
+0.4% +$1.37K ﹤0.01% 1606
2024
Q1 		$394K Sell
12,405
-475
-4% -$16.3K ﹤0.01% 1484
2023
Q4 		$486K Sell
12,880
-900
-7% -$26.7K ﹤0.01% 1295
2023
Q3 		$371K Hold
13,780
– – ﹤0.01% 1323
2023
Q2 		$341K Buy
13,780
+6,975
+102% +$182K ﹤0.01% 1403
2023
Q1 		$209K Buy
6,805
+480
+8% +$18.9K ﹤0.01% 1525
2022
Q4 		$289K Buy
6,325
+225
+4% +$10.2K 0.01% 1026
2022
Q3 		$254K Hold
6,100
– – ﹤0.01% 1276
2022
Q2 		$266K Buy
+6,100
New +$277K ﹤0.01% 1261

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