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Rise Advisors’s Southern First Bancshares SFST Stock Holding History

Rise 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
2025
Q1 		– Sell
-558
Closed -$22.2K – 1561
2024
Q4 		$22.2K Hold
558
– – 0.01% 585
2024
Q3 		$19K Hold
558
– – 0.01% 721
2024
Q2 		$16.3K Hold
558
– – 0.01% 778
2024
Q1 		$17.7K Buy
+558
New +$19.2K 0.01% 730

Other funds holding SFST

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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

Rise Advisors's SFST Position: Q1 2025 in Review

Rise Advisors sold out of Southern First Bancshares (SFST) in Q1 2025, closing a stake of 558 shares — an estimated $22.2K sold.

Rise Advisors first reported a position in SFST in Q1 2024 and held it in 4 quarters. The position peaked at $22.2K in Q4 2024. 97 funds tracked by Wall St. Rank hold SFST as of Q1 2025.

  • Rise Advisors reported no remaining Southern First Bancshares position as of Q1 2025 after selling out during the quarter.
  • Rise Advisors sold 558 Southern First Bancshares shares in Q1 2025, an estimated $22.2K.
  • Rise Advisors first reported a position in Southern First Bancshares in Q1 2024 and held it in 4 quarters.
  • Rise Advisors's Southern First Bancshares position peaked at $22.2K in Q4 2024.
  • 97 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.