Northwestern Mutual Wealth Management’s Southern First Bancshares SFST Stock Holding History

Northwestern Mutual Wealth Management’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	$444K	Sell	8,150 -85	-1%	-$4.7K	﹤0.01%	1603
2025 Q4	$424K	Hold	8,235	–	–	﹤0.01%	1601
2025 Q3	$363K	Hold	8,235	–	–	﹤0.01%	1563
2025 Q2	$313K	Sell	8,235 -300	-4%	-$10.5K	﹤0.01%	1569
2025 Q1	$281K	Buy	8,535 +2,639	+45%	+$92.5K	﹤0.01%	1534
2024 Q4	$234K	Hold	5,896	–	–	﹤0.01%	1588
2024 Q3	$201K	Hold	5,896	–	–	﹤0.01%	1615
2024 Q2	$172K	Hold	5,896	–	–	﹤0.01%	1620
2024 Q1	$187K	Hold	5,896	–	–	﹤0.01%	1576
2023 Q4	$219K	Hold	5,896	–	–	﹤0.01%	1478
2023 Q3	$159K	Hold	5,896	–	–	﹤0.01%	1535
2023 Q2	$146K	Hold	5,896	–	–	﹤0.01%	1584
2023 Q1	$181K	Sell	5,896 -69	-1%	-$2.71K	﹤0.01%	1473
2022 Q4	$273K	Buy	5,965 +69	+1%	+$3.13K	﹤0.01%	1309
2022 Q3	$246K	Hold	5,896	–	–	﹤0.01%	1330
2022 Q2	$257K	Hold	5,896	–	–	﹤0.01%	1309
2022 Q1	$300K	Hold	5,896	–	–	﹤0.01%	1278
2021 Q4	$368K	Hold	5,896	–	–	﹤0.01%	1197
2021 Q3	$315K	Hold	5,896	–	–	﹤0.01%	1173
2021 Q2	$302K	Hold	5,896	–	–	﹤0.01%	1163
2021 Q1	$276K	Sell	5,896 -3,030	-34%	-$132K	﹤0.01%	1129
2020 Q4	$316K	Sell	8,926 -2,710	-23%	-$83.5K	﹤0.01%	983
2020 Q3	$281K	Buy	11,636 +5,230	+82%	+$132K	﹤0.01%	922
2020 Q2	$178K	Sell	6,406 -46,520	-88%	-$1.26M	﹤0.01%	1012
2020 Q1	$1.5M	Buy	52,926 +52,360	+9,251%	+$1.95M	0.01%	410
2019 Q4	$24K	Hold	566	–	–	﹤0.01%	1685
2019 Q3	$23K	Hold	566	–	–	﹤0.01%	1697
2019 Q2	$22K	Hold	566	–	–	﹤0.01%	1702
2019 Q1	$19K	Hold	566	–	–	﹤0.01%	1745
2018 Q4	$18K	Buy	566 +300	+113%	+$10.7K	﹤0.01%	1633
2018 Q3	$10K	Hold	266	–	–	﹤0.01%	1936
2018 Q2	$12K	Hold	266	–	–	﹤0.01%	1789
2018 Q1	$12K	Hold	266	–	–	﹤0.01%	1707
2017 Q4	$11K	Hold	266	–	–	﹤0.01%	1734
2017 Q3	$10K	Hold	266	–	–	﹤0.01%	1666
2017 Q2	$10K	Hold	266	–	–	﹤0.01%	1590
2017 Q1	$9K	Hold	266	–	–	﹤0.01%	1580
2016 Q4	$10K	Buy	+266	New	+$8.02K	﹤0.01%	1617
2016 Q3	–	Sell	-266	Closed	-$6K	–	1298
2016 Q2	$6K	Buy	+266	New	+$6.65K	﹤0.01%	1540

Other funds holding SFST

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 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

Northwestern Mutual Wealth Management's SFST Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Southern First Bancshares (SFST) stake by 1% in Q1 2026, selling an estimated $4.7K and leaving 8,150 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Northwestern Mutual Wealth Management first reported a position in SFST in Q2 2016 and has held it in 39 quarters since. The position peaked at $1.5M in Q1 2020. 149 funds tracked by Wall St. Rank hold SFST as of Q1 2026.

Northwestern Mutual Wealth Management held 8,150 shares of Southern First Bancshares worth $444K as of Q1 2026.
Northwestern Mutual Wealth Management sold 85 Southern First Bancshares shares in Q1 2026, an estimated $4.7K.
Southern First Bancshares made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1603 holding.
Northwestern Mutual Wealth Management first reported a position in Southern First Bancshares in Q2 2016 and has held it in 39 quarters since.
Northwestern Mutual Wealth Management's Southern First Bancshares position peaked at $1.5M in Q1 2020.
149 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.