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ORG Partners’s Southern First Bancshares SFST Stock Holding History

ORG Partners’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
2025
Q4 		$13.8K Hold
268
– – ﹤0.01% 902
2025
Q3 		$11.8K Hold
268
– – ﹤0.01% 934
2025
Q2 		$10.5K Hold
268
– – ﹤0.01% 897
2025
Q1 		$8.85K Sell
268
-6
-2% -$210 ﹤0.01% 823
2024
Q4 		$10.9K Hold
274
– – ﹤0.01% 873
2024
Q3 		$9.34K Sell
274
-58
-17% -$1.87K ﹤0.01% 797
2024
Q2 		$9.64K Buy
+332
New +$9.11K ﹤0.01% 1257

Other funds holding SFST

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