Creative Planning
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Creative Planning’s Southern First Bancshares SFST Stock Holding History

Creative Planning’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 		$677K Buy
11,080
+6,541
+144% +$377K ﹤0.01% 2952
2026
Q1 		$247K Buy
+4,539
New +$251K ﹤0.01% 3578

Other funds holding SFST

FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Creative Planning's SFST Position: Q2 2026 in Review

Creative Planning increased its Southern First Bancshares (SFST) stake by 144% in Q2 2026, buying an estimated $377K and bringing the position to 11,080 shares worth $677K. The position accounts for ﹤0.01% of the portfolio, ranked #2952.

Creative Planning first reported a position in SFST in Q1 2026 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

  • Creative Planning held 11,080 shares of Southern First Bancshares worth $677K as of Q2 2026.
  • Creative Planning bought 6,541 Southern First Bancshares shares in Q2 2026, an estimated $377K.
  • Southern First Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2952 holding.
  • Creative Planning first reported a position in Southern First Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.