Colton Groome Financial Advisors’s Southern First Bancshares SFST Stock Holding History

Colton Groome Financial 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 Q3	$455K	Hold	7,675	–	–	0.11%	96
2026 Q2	$469K	Hold	7,675	–	–	0.11%	104
2026 Q1	$418K	Hold	7,675	–	–	0.12%	94
2025 Q4	$395K	Hold	7,675	–	–	0.11%	94
2025 Q3	$339K	Hold	7,675	–	–	0.1%	101
2025 Q2	$292K	Hold	7,675	–	–	0.1%	107
2025 Q1	$273K	Hold	7,675	–	–	0.11%	102
2024 Q4	$305K	Hold	7,675	–	–	0.12%	96
2024 Q3	$262K	Buy	+7,675	New	+$247K	0.1%	112

Other funds holding SFST

GGI

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Colton Groome Financial Advisors's SFST Position: Q3 2026 in Review

Colton Groome Financial Advisors held its Southern First Bancshares (SFST) position steady in Q3 2026 at 7,675 shares worth $455K. The position accounts for 0.11% of the portfolio, ranked #96.

Colton Groome Financial Advisors first reported a position in SFST in Q3 2024 and has held it in 9 quarters since. The position peaked at $469K in Q2 2026. 10 funds tracked by Wall St. Rank hold SFST as of Q3 2026.

Colton Groome Financial Advisors held 7,675 shares of Southern First Bancshares worth $455K as of Q3 2026.
Colton Groome Financial Advisors left its Southern First Bancshares share count unchanged in Q3 2026.
Southern First Bancshares made up 0.11% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #96 holding.
Colton Groome Financial Advisors first reported a position in Southern First Bancshares in Q3 2024 and has held it in 9 quarters since.
Colton Groome Financial Advisors's Southern First Bancshares position peaked at $469K in Q2 2026.
10 funds tracked by Wall St. Rank held Southern First Bancshares as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.