OQS
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Occudo Quantitative Strategies’s Southern First Bancshares SFST Stock Holding History

Occudo Quantitative Strategies’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 		$305K Buy
5,413
+1,146
+27% +$63.3K 0.02% 597
2025
Q4 		$220K Buy
+4,267
New +$205K 0.01% 577

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

Occudo Quantitative Strategies's SFST Position: Q1 2026 in Review

Occudo Quantitative Strategies increased its Southern First Bancshares (SFST) stake by 27% in Q1 2026, buying an estimated $63.3K and bringing the position to 5,413 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #597.

Occudo Quantitative Strategies first reported a position in SFST in Q4 2025 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold SFST as of Q1 2026.

  • Occudo Quantitative Strategies held 5,413 shares of Southern First Bancshares worth $305K as of Q1 2026.
  • Occudo Quantitative Strategies bought 1,146 Southern First Bancshares shares in Q1 2026, an estimated $63.3K.
  • Southern First Bancshares made up 0.02% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #597 holding.
  • Occudo Quantitative Strategies first reported a position in Southern First Bancshares in Q4 2025 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.