Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Southern First Bancshares SFST Stock Holding History

Carson Wealth (CWM LLC)’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 		$106K Buy
1,948
+53
+3% +$2.93K ﹤0.01% 3215
2025
Q4 		$98K Buy
1,895
+181
+11% +$8.68K ﹤0.01% 3085
2025
Q3 		$76K Buy
1,714
+903
+111% +$38.6K ﹤0.01% 3194
2025
Q2 		$31K Buy
811
+202
+33% +$7.09K ﹤0.01% 3631
2025
Q1 		$20K Buy
609
+285
+88% +$9.99K ﹤0.01% 3682
2024
Q4 		$13K Buy
324
+27
+9% +$1.08K ﹤0.01% 3729
2024
Q3 		$10K Buy
297
+92
+45% +$2.96K ﹤0.01% 3801
2024
Q2 		$6K Buy
205
+162
+377% +$4.45K ﹤0.01% 3807
2024
Q1 		$1K Buy
43
+2
+5% +$69 ﹤0.01% 4211
2023
Q4 		$2K Hold
41
– – ﹤0.01% 3843
2023
Q3 		$1K Buy
+41
New +$1.14K ﹤0.01% 4073
2023
Q1 		– Sell
-76
Closed -$3K – 4319
2022
Q4 		$3K Hold
76
– – ﹤0.01% 3450
2022
Q3 		$3K Sell
76
-14
-16% -$619 ﹤0.01% 3362
2022
Q2 		$4K Buy
90
+87
+2,900% +$3.95K ﹤0.01% 3131
2022
Q1 		$0 Buy
+3
New +$172 ﹤0.01% 3837

Other funds holding SFST

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SFST Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Southern First Bancshares (SFST) stake by 2.8% in Q1 2026, buying an estimated $2.93K and bringing the position to 1,948 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #3215.

Carson Wealth (CWM LLC) first reported a position in SFST in Q1 2022 and has held it in 15 quarters since. 149 funds tracked by Wall St. Rank hold SFST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,948 shares of Southern First Bancshares worth $106K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 53 Southern First Bancshares shares in Q1 2026, an estimated $2.93K.
  • Southern First Bancshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3215 holding.
  • Carson Wealth (CWM LLC) first reported a position in Southern First Bancshares in Q1 2022 and has held it in 15 quarters since.
  • 149 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.