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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
Q2 		$0 Hold
16
– – ﹤0.01% 1705
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

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

Avion Wealth's SFST Position: Q2 2026 in Review

Avion Wealth held its Southern First Bancshares (SFST) position steady in Q2 2026 at 16 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Avion Wealth first reported a position in SFST in Q3 2024 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

  • Avion Wealth held 16 shares of Southern First Bancshares worth $0 as of Q2 2026.
  • Avion Wealth left its Southern First Bancshares share count unchanged in Q2 2026.
  • Southern First Bancshares made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1705 holding.
  • Avion Wealth first reported a position in Southern First Bancshares in Q3 2024 and has held it in 7 quarters since.
  • 165 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.