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Southern First Bancshares shares owned by Rise Advisors

Quarter-by-quarter ownership of Southern First Bancshares (SFST) shares owned by Rise Advisors from 13F filings

Historical chart of Rise Advisors investment in Southern First Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Southern First Bancshares held by Rise Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern First Bancshares by Rise Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $22k 558 39.75
2024-09-30 $19k 558 34.08
2024-06-30 $16k 558 29.24
2024-03-31 $18k 558 31.76

More positions owned by Rise Advisors

Vanguard Value Etf 0 (VTV)
Vanguard Growth Etf 0 (VUG)
Dimensional Core Fixed Income Etf 0 (DFCF)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Dimensional U.s. Targeted Value Etf 0 (DFAT)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund 0 (XSOE)
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Amazon 0 (AMZN)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Jpmorgan Ultra-short Income Etf 0 (JPST)

View all positions for Rise Advisors

Top funds holding Southern First Bancshares

FJ Capital Management
T. Rowe Price Investment Management
BlackRock
Endeavour Capital Advisors
Vanguard Group
Dimensional Fund Advisors
Banc Funds Company
Ameriprise Financial
rhino investment partners
Geode Capital Management
State Street Corporation
Alliancebernstein
Renaissance Technologies
American Century Companies
Northern Trust

View all funds holding Southern First Bancshares