Charles Schwab’s Southern First Bancshares SFST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.66M | Buy |
27,146
+5,071
| +23% | +$292K | ﹤0.01% | 2848 |
|
|
2026
Q1 | $1.2M | Sell |
22,075
-269
| -1% | -$14.9K | ﹤0.01% | 2854 |
|
|
2025
Q4 | $1.15M | Sell |
22,344
-230
| -1% | -$11K | ﹤0.01% | 2879 |
|
|
2025
Q3 | $996K | Hold |
22,574
| – | – | ﹤0.01% | 2956 |
|
|
2025
Q2 | $858K | Buy |
22,574
+898
| +4% | +$31.5K | ﹤0.01% | 2945 |
|
|
2025
Q1 | $714K | Buy |
21,676
+106
| +0.5% | +$3.71K | ﹤0.01% | 2959 |
|
|
2024
Q4 | $857K | Buy |
21,570
+88
| +0.4% | +$3.52K | ﹤0.01% | 2963 |
|
|
2024
Q3 | $732K | Sell |
21,482
-84
| -0.4% | -$2.7K | ﹤0.01% | 3020 |
|
|
2024
Q2 | $631K | Buy |
21,566
+1,056
| +5% | +$29K | ﹤0.01% | 3096 |
|
|
2024
Q1 | $651K | Hold |
20,510
| – | – | ﹤0.01% | 2926 |
|
|
2023
Q4 | $761K | Hold |
20,510
| – | – | ﹤0.01% | 2922 |
|
|
2023
Q3 | $553K | Hold |
20,510
| – | – | ﹤0.01% | 3012 |
|
|
2023
Q2 | $508K | Buy |
20,510
+69
| +0.3% | +$1.8K | ﹤0.01% | 3047 |
|
|
2023
Q1 | $628K | Buy |
20,441
+493
| +2% | +$19.4K | ﹤0.01% | 2880 |
|
|
2022
Q4 | $913K | Buy |
19,948
+350
| +2% | +$15.9K | ﹤0.01% | 2798 |
|
|
2022
Q3 | $817K | Sell |
19,598
-25
| -0.1% | -$1.1K | ﹤0.01% | 2852 |
|
|
2022
Q2 | $856K | Buy |
19,623
+261
| +1% | +$11.9K | ﹤0.01% | 2853 |
|
|
2022
Q1 | $985K | Buy |
19,362
+501
| +3% | +$28.8K | ﹤0.01% | 2853 |
|
|
2021
Q4 | $1.18M | Hold |
18,861
| – | – | ﹤0.01% | 2848 |
|
|
2021
Q3 | $1.01M | Buy |
18,861
+629
| +3% | +$31.8K | ﹤0.01% | 2870 |
|
|
2021
Q2 | $933K | Sell |
18,232
-45
| -0.2% | -$2.33K | ﹤0.01% | 2957 |
|
|
2021
Q1 | $857K | Buy |
18,277
+1,549
| +9% | +$67.6K | ﹤0.01% | 2904 |
|
|
2020
Q4 | $592K | Sell |
16,728
-10
| -0.1% | -$308 | ﹤0.01% | 2929 |
|
|
2020
Q3 | $405K | Sell |
16,738
-788
| -4% | -$20K | ﹤0.01% | 2940 |
|
|
2020
Q2 | $486K | Buy |
17,526
+718
| +4% | +$19.5K | ﹤0.01% | 2843 |
|
|
2020
Q1 | $477K | Buy |
16,808
+1
| +0% | +$37 | ﹤0.01% | 2730 |
|
|
2019
Q4 | $715K | Hold |
16,807
| – | – | ﹤0.01% | 2702 |
|
|
2019
Q3 | $670K | Buy |
16,807
+721
| +4% | +$28K | ﹤0.01% | 2692 |
|
|
2019
Q2 | $630K | Buy |
16,086
+834
| +5% | +$30.2K | ﹤0.01% | 2721 |
|
|
2019
Q1 | $517K | Buy |
15,252
+377
| +3% | +$13.5K | ﹤0.01% | 2756 |
|
|
2018
Q4 | $478K | Hold |
14,875
| – | – | ﹤0.01% | 2786 |
|
|
2018
Q3 | $585K | Hold |
14,875
| – | – | ﹤0.01% | 2783 |
|
|
2018
Q2 | $658K | Buy |
14,875
+3,775
| +34% | +$176K | ﹤0.01% | 2704 |
|
|
2018
Q1 | $494K | Hold |
11,100
| – | – | ﹤0.01% | 2734 |
|
|
2017
Q4 | $458K | Buy |
11,100
+2,300
| +26% | +$91.4K | ﹤0.01% | 2742 |
|
|
2017
Q3 | $320K | Hold |
8,800
| – | – | ﹤0.01% | 2851 |
|
|
2017
Q2 | $327K | Hold |
8,800
| – | – | ﹤0.01% | 2833 |
|
|
2017
Q1 | $288K | Hold |
8,800
| – | – | ﹤0.01% | 2833 |
|
|
2016
Q4 | $317K | Hold |
8,800
| – | – | ﹤0.01% | 2829 |
|
|
2016
Q3 | $243K | Hold |
8,800
| – | – | ﹤0.01% | 2857 |
|
|
2016
Q2 | $213K | Buy |
+8,800
| New | +$220K | ﹤0.01% | 2915 |
|
Other funds holding SFST
FCM
ECA
Charles Schwab's SFST Position: Q2 2026 in Review
Charles Schwab increased its Southern First Bancshares (SFST) stake by 23% in Q2 2026, buying an estimated $292K and bringing the position to 27,146 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2848.
Charles Schwab first reported a position in SFST in Q2 2016 and has held it in 41 quarters since. 165 funds tracked by Wall St. Rank hold SFST as of Q2 2026.
- Charles Schwab held 27,146 shares of Southern First Bancshares worth $1.66M as of Q2 2026.
- Charles Schwab bought 5,071 Southern First Bancshares shares in Q2 2026, an estimated $292K.
- Southern First Bancshares made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2848 holding.
- Charles Schwab first reported a position in Southern First Bancshares in Q2 2016 and has held it in 41 quarters since.
- 165 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.