UBS AM’s Southern First Bancshares SFST Stock Holding History

UBS AM’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	$28.8K	Hold	472	–	–	﹤0.01%	3054
2026 Q1	$25.7K	Buy	472 +404	+594%	+$22.3K	﹤0.01%	3086
2025 Q4	$3.5K	Buy	+68	New	+$3.26K	﹤0.01%	3048

Other funds holding SFST

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UBS AM's SFST Position: Q2 2026 in Review

UBS AM held its Southern First Bancshares (SFST) position steady in Q2 2026 at 472 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3054.

UBS AM 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.

UBS AM held 472 shares of Southern First Bancshares worth $28.8K as of Q2 2026.
UBS AM left its Southern First Bancshares share count unchanged in Q2 2026.
Southern First Bancshares made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3054 holding.
UBS AM 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 UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.