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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
2024-03-31 $18k 558 31.76

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Vanguard Growth Etf 0 (VUG)
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Janus Henderson Short Duration Income Etf 0 (VNLA)
Dimensional U.s. Targeted Value Etf 0 (DFAT)
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View all positions for Rise Advisors

Top funds holding Southern First Bancshares

FJ Capital Management
Endeavour Capital Advisors
Vanguard Group
Dimensional Fund Advisors
Wellington Management Company
SeaCrest Wealth Management
Alliancebernstein
Hotchkis and Wiley Capital Management
Captrust Financial Advisors
Russell Investments
Goldman Sachs Group
Royal Bank of Canada
Abacus Planning Group
Bank of New York Mellon
Assenagon Asset Management

View all funds holding Southern First Bancshares