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 Q2	$1.02M	Buy	16,707 +4,564	+38%	+$263K	﹤0.01%	1646
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

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

NewEdge Advisors's SFST Position: Q2 2026 in Review

NewEdge Advisors increased its Southern First Bancshares (SFST) stake by 38% in Q2 2026, buying an estimated $263K and bringing the position to 16,707 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

NewEdge Advisors first reported a position in SFST in Q2 2022 and has held it in 17 quarters since. 165 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

NewEdge Advisors held 16,707 shares of Southern First Bancshares worth $1.02M as of Q2 2026.
NewEdge Advisors bought 4,564 Southern First Bancshares shares in Q2 2026, an estimated $263K.
Southern First Bancshares made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1646 holding.
NewEdge Advisors first reported a position in Southern First Bancshares in Q2 2022 and has held it in 17 quarters since.
165 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.