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Root Financial Partners’s Southern First Bancshares SFST Stock Holding History

Root Financial 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
2026
Q2 		– Sell
-20
Closed -$1.09K – 2688
2026
Q1 		$1.09K Buy
+20
New +$1.1K ﹤0.01% 2578

Other funds holding SFST

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T. Rowe Price Investment Management
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BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Root Financial Partners's SFST Position: Q2 2026 in Review

Root Financial Partners sold out of Southern First Bancshares (SFST) in Q2 2026, closing a stake of 20 shares — an estimated $1.09K sold.

Root Financial Partners first reported a position in SFST in Q1 2026 and held it in 1 quarter. The position peaked at $1.09K in Q1 2026. 164 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

  • Root Financial Partners reported no remaining Southern First Bancshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 20 Southern First Bancshares shares in Q2 2026, an estimated $1.09K.
  • Root Financial Partners first reported a position in Southern First Bancshares in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Southern First Bancshares position peaked at $1.09K in Q1 2026.
  • 164 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.