ZIM
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Zacks Investment Management’s Southern First Bancshares SFST Stock Holding History

Zacks Investment Management’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 		$4.1M Buy
67,146
+5,648
+9% +$326K 0.03% 279
2026
Q1 		$3.35M Buy
61,498
+4,513
+8% +$249K 0.03% 278
2025
Q4 		$2.94M Buy
56,985
+9,377
+20% +$450K 0.02% 300
2025
Q3 		$2.1M Buy
47,608
+2,550
+6% +$109K 0.02% 321
2025
Q2 		$1.71M Buy
+45,058
New +$1.58M 0.01% 341

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 $3.37T 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

Zacks Investment Management's SFST Position: Q2 2026 in Review

Zacks Investment Management increased its Southern First Bancshares (SFST) stake by 9.2% in Q2 2026, buying an estimated $326K and bringing the position to 67,146 shares worth $4.1M. The position accounts for 0.03% of the portfolio, ranked #279.

Zacks Investment Management first reported a position in SFST in Q2 2025 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

  • Zacks Investment Management held 67,146 shares of Southern First Bancshares worth $4.1M as of Q2 2026.
  • Zacks Investment Management bought 5,648 Southern First Bancshares shares in Q2 2026, an estimated $326K.
  • Southern First Bancshares made up 0.03% of Zacks Investment Management's portfolio in Q2 2026, its #279 holding.
  • Zacks Investment Management first reported a position in Southern First Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 165 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.