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Clearstead Advisors’s Southern First Bancshares SFST Stock Holding History

Clearstead Advisors’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 		$185 Buy
+3
New +$173 ﹤0.01% 3224
2026
Q1 		– Sell
-1
Closed -$52 – 2765
2025
Q4 		$52 Sell
1
-12
-92% -$575 ﹤0.01% 2604
2025
Q3 		$574 Buy
13
+1
+8% +$43 ﹤0.01% 2715
2025
Q2 		$457 Buy
+12
New +$421 ﹤0.01% 2497

Other funds holding SFST

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Clearstead Advisors's SFST Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Southern First Bancshares (SFST) in Q2 2026: 3 shares worth $185. The stake represents ﹤0.01% of the portfolio and ranks #3224 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SFST as recently as Q4 2025.

Clearstead Advisors first reported a position in SFST in Q2 2025 and has held it in 4 quarters since. The position peaked at $574 in Q3 2025. 52 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

  • Clearstead Advisors held 3 shares of Southern First Bancshares worth $185 as of Q2 2026.
  • Southern First Bancshares was a new Clearstead Advisors position in Q2 2026.
  • Southern First Bancshares made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3224 holding.
  • Clearstead Advisors first reported a position in Southern First Bancshares in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Southern First Bancshares position peaked at $574 in Q3 2025.
  • 52 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.