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Avion Wealth’s Southern First Bancshares SFST Stock Holding History

Avion Wealth’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
Q1 		$0 Hold
16
– – ﹤0.01% 1561
2025
Q4 		$0 Hold
16
– – ﹤0.01% 1552
2025
Q3 		$0 Hold
16
– – ﹤0.01% 1512
2025
Q2 		$0 Hold
16
– – ﹤0.01% 1564
2025
Q1 		$0 Buy
+16
New +$561 ﹤0.01% 1330
2024
Q4 		– Sell
-16
Closed – – 1257
2024
Q3 		$0 Buy
+16
New +$515 ﹤0.01% 1299

Other funds holding SFST

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Avion Wealth's SFST Position: Q1 2026 in Review

Avion Wealth held its Southern First Bancshares (SFST) position steady in Q1 2026 at 16 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Avion Wealth first reported a position in SFST in Q3 2024 and has held it in 6 quarters since. 149 funds tracked by Wall St. Rank hold SFST as of Q1 2026.

  • Avion Wealth held 16 shares of Southern First Bancshares worth $0 as of Q1 2026.
  • Avion Wealth left its Southern First Bancshares share count unchanged in Q1 2026.
  • Southern First Bancshares made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1561 holding.
  • Avion Wealth first reported a position in Southern First Bancshares in Q3 2024 and has held it in 6 quarters since.
  • 149 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.