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Rothschild Investment LLC’s Southern First Bancshares SFST Stock Holding History

Rothschild Investment LLC’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 		$654 Buy
12
+4
+50% +$221 ﹤0.01% 3034
2025
Q4 		$412 Buy
+8
New +$384 ﹤0.01% 2967

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

Rothschild Investment LLC's SFST Position: Q1 2026 in Review

Rothschild Investment LLC increased its Southern First Bancshares (SFST) stake by 50% in Q1 2026, buying an estimated $221 and bringing the position to 12 shares worth $654. The position accounts for ﹤0.01% of the portfolio, ranked #3034.

Rothschild Investment LLC 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.

  • Rothschild Investment LLC held 12 shares of Southern First Bancshares worth $654 as of Q1 2026.
  • Rothschild Investment LLC bought 4 Southern First Bancshares shares in Q1 2026, an estimated $221.
  • Southern First Bancshares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3034 holding.
  • Rothschild Investment LLC 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 Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.