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Allworth Financial’s Southern First Bancshares SFST Stock Holding History

Allworth Financial’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 		$21.3K Buy
348
+224
+181% +$12.9K ﹤0.01% 3145
2026
Q1 		$6.76K Buy
124
+70
+130% +$3.87K ﹤0.01% 3769
2025
Q4 		$2.78K Buy
54
+1
+2% +$48 ﹤0.01% 3991
2025
Q3 		$2.34K Buy
53
+18
+51% +$769 ﹤0.01% 3927
2025
Q2 		$1.33K Buy
+35
New +$1.23K ﹤0.01% 3872

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 $3.38T AUM 44.17% 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

Allworth Financial's SFST Position: Q2 2026 in Review

Allworth Financial increased its Southern First Bancshares (SFST) stake by 181% in Q2 2026, buying an estimated $12.9K and bringing the position to 348 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3145.

Allworth Financial 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.

  • Allworth Financial held 348 shares of Southern First Bancshares worth $21.3K as of Q2 2026.
  • Allworth Financial bought 224 Southern First Bancshares shares in Q2 2026, an estimated $12.9K.
  • Southern First Bancshares made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3145 holding.
  • Allworth Financial 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 Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.