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 Q1	$247K	Buy	+4,539	New	+$251K	﹤0.01%	3578

Other funds holding SFST

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Creative Planning's SFST Position: Q1 2026 in Review

Creative Planning opened a new position in Southern First Bancshares (SFST) in Q1 2026: 4,539 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #3578 among its holdings.

149 funds tracked by Wall St. Rank hold SFST as of Q1 2026.

Creative Planning held 4,539 shares of Southern First Bancshares worth $247K as of Q1 2026.
Southern First Bancshares was a new Creative Planning position in Q1 2026.
Southern First Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3578 holding.
149 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.