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Southern First Bancshares shares owned by Root Financial Partners

Quarter-by-quarter ownership of Southern First Bancshares (SFST) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Southern First Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Southern First Bancshares held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern First Bancshares by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1k 20 54.50

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
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Vanguard Total Stock Market Etf Etf (VTI)
Dimensional International Small Cap Etf Etf (DFIS)

View all positions for Root Financial Partners

Top funds holding Southern First Bancshares

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

View all funds holding Southern First Bancshares