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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
Q2 		$3.36K Buy
55
+43
+358% +$2.48K ﹤0.01% 2497
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

FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's SFST Position: Q2 2026 in Review

Rothschild Investment LLC increased its Southern First Bancshares (SFST) stake by 358% in Q2 2026, buying an estimated $2.48K and bringing the position to 55 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

Rothschild Investment LLC first reported a position in SFST in Q4 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

  • Rothschild Investment LLC held 55 shares of Southern First Bancshares worth $3.36K as of Q2 2026.
  • Rothschild Investment LLC bought 43 Southern First Bancshares shares in Q2 2026, an estimated $2.48K.
  • Southern First Bancshares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2497 holding.
  • Rothschild Investment LLC first reported a position in Southern First Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.