Colonial Trust Advisors’s Southern First Bancshares SFST Stock Holding History

Colonial Trust 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	$404K	Hold	6,610	–	–	0.03%	163
2026 Q1	$360K	Buy	6,610 +1,824	+38%	+$101K	0.03%	160
2025 Q4	$247K	Sell	4,786 -62	-1%	-$2.97K	0.02%	188
2025 Q3	$214K	Hold	4,848	–	–	0.02%	195
2025 Q2	$184K	Hold	4,848	–	–	0.02%	204
2025 Q1	$160K	Sell	4,848 -877	-15%	-$30.7K	0.01%	220
2024 Q4	$228K	Buy	5,725 +877	+18%	+$35.1K	0.02%	185
2024 Q3	$165K	Hold	4,848	–	–	0.01%	217
2024 Q2	$142K	Buy	4,848 +275	+6%	+$7.55K	0.01%	208
2024 Q1	$145K	Hold	4,573	–	–	0.01%	205
2023 Q4	$170K	Hold	4,573	–	–	0.02%	197
2023 Q3	$123K	Sell	4,573 -500	-10%	-$13.9K	0.01%	220
2023 Q2	$126K	Hold	5,073	–	–	0.01%	224
2023 Q1	$156K	Hold	5,073	–	–	0.02%	207
2022 Q4	$232K	Hold	5,073	–	–	0.03%	190
2022 Q3	$211K	Hold	5,073	–	–	0.03%	184
2022 Q2	$221K	Hold	5,073	–	–	0.03%	159
2022 Q1	$258K	Hold	5,073	–	–	0.03%	165
2021 Q4	$317K	Sell	5,073 -115	-2%	-$6.76K	0.04%	157
2021 Q3	$278K	Buy	5,188 +95	+2%	+$4.8K	0.03%	163
2021 Q2	$261K	Buy	5,093 +563	+12%	+$29.1K	0.03%	170
2021 Q1	$212K	Buy	+4,530	New	+$198K	0.03%	177
2018 Q3	–	Sell	-4,530	Closed	-$200K	–	151
2018 Q2	$200K	Buy	+4,530	New	+$211K	0.04%	145

Other funds holding SFST

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Colonial Trust Advisors's SFST Position: Q2 2026 in Review

Colonial Trust Advisors held its Southern First Bancshares (SFST) position steady in Q2 2026 at 6,610 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #163.

Colonial Trust Advisors first reported a position in SFST in Q2 2018 and has held it in 23 quarters since. 165 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

Colonial Trust Advisors held 6,610 shares of Southern First Bancshares worth $404K as of Q2 2026.
Colonial Trust Advisors left its Southern First Bancshares share count unchanged in Q2 2026.
Southern First Bancshares made up 0.03% of Colonial Trust Advisors's portfolio in Q2 2026, its #163 holding.
Colonial Trust Advisors first reported a position in Southern First Bancshares in Q2 2018 and has held it in 23 quarters since.
165 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.