Abacus Planning Group’s Southern First Bancshares SFST Stock Holding History

Abacus Planning Group’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	$1.79M	Sell	29,239 -1,136	-4%	-$65.5K	0.22%	61
2026 Q1	$1.66M	Sell	30,375 -83	-0.3%	-$4.59K	0.22%	60
2025 Q4	$1.57M	Sell	30,458 -665	-2%	-$31.9K	0.21%	62
2025 Q3	$1.37M	Hold	31,123	–	–	0.19%	67
2025 Q2	$1.18M	Hold	31,123	–	–	0.18%	71
2025 Q1	$1.02M	Hold	31,123	–	–	0.18%	75
2024 Q4	$1.24M	Sell	31,123 -703	-2%	-$28.1K	0.22%	66
2024 Q3	$1.08M	Hold	31,826	–	–	0.19%	73
2024 Q2	$931K	Hold	31,826	–	–	0.18%	77
2024 Q1	$1.01M	Sell	31,826 -28	-0.1%	-$962	0.2%	70
2023 Q4	$1.18M	Sell	31,854 -1,027	-3%	-$30.5K	0.25%	57
2023 Q3	$886K	Hold	32,881	–	–	0.22%	70
2023 Q2	$814K	Hold	32,881	–	–	0.2%	77
2023 Q1	$1.01M	Hold	32,881	–	–	0.26%	60
2022 Q4	$1.5M	Sell	32,881 -638	-2%	-$29K	0.41%	41
2022 Q3	$1.4M	Buy	33,519 +625	+2%	+$27.6K	0.42%	38
2022 Q2	$1.43M	Hold	32,894	–	–	0.42%	40
2022 Q1	$1.67M	Hold	32,894	–	–	0.45%	40
2021 Q4	$2.06M	Sell	32,894 -487	-1%	-$28.6K	0.55%	32
2021 Q3	$1.79M	Sell	33,381 -2	-0%	-$101	0.57%	33
2021 Q2	$1.71M	Hold	33,383	–	–	0.52%	38
2021 Q1	$1.56M	Buy	33,383 +3,250	+11%	+$142K	0.5%	37
2020 Q4	$1.06M	Buy	30,133 +250	+0.8%	+$7.7K	0.33%	58
2020 Q3	$722K	Hold	29,883	–	–	0.26%	72
2020 Q2	$828K	Hold	29,883	–	–	0.34%	60
2020 Q1	$848K	Buy	29,883 +250	+0.8%	+$9.31K	0.42%	50
2019 Q4	$1.26M	Buy	29,633 +7,180	+32%	+$299K	0.58%	31
2019 Q3	$895K	Hold	22,453	–	–	0.44%	49
2019 Q2	$879K	Hold	22,453	–	–	0.53%	41
2019 Q1	$760K	Buy	22,453 +250	+1%	+$8.92K	0.48%	49
2018 Q4	$712K	Hold	22,203	–	–	0.54%	44
2018 Q3	$872K	Buy	22,203 +250	+1%	+$10.8K	0.59%	38
2018 Q2	$970K	Hold	21,953	–	–	0.73%	33
2018 Q1	$977K	Sell	21,953 -500	-2%	-$21.9K	0.8%	26
2017 Q4	$926K	Buy	+22,453	New	+$892K	0.94%	26

Other funds holding SFST

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Abacus Planning Group's SFST Position: Q2 2026 in Review

Abacus Planning Group reduced its Southern First Bancshares (SFST) stake by 3.7% in Q2 2026, selling an estimated $65.5K and leaving 29,239 shares worth $1.79M. The position accounts for 0.22% of the portfolio, ranked #61.

Abacus Planning Group first reported a position in SFST in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.06M in Q4 2021. 33 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

Abacus Planning Group held 29,239 shares of Southern First Bancshares worth $1.79M as of Q2 2026.
Abacus Planning Group sold 1,136 Southern First Bancshares shares in Q2 2026, an estimated $65.5K.
Southern First Bancshares made up 0.22% of Abacus Planning Group's portfolio in Q2 2026, its #61 holding.
Abacus Planning Group first reported a position in Southern First Bancshares in Q4 2017 and has held it in 35 quarters since.
Abacus Planning Group's Southern First Bancshares position peaked at $2.06M in Q4 2021.
33 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.