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CX Institutional’s Southern First Bancshares SFST Stock Holding History

CX Institutional’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 		$11K Buy
+182
New +$11.3K ﹤0.01% 1341

Other funds holding SFST

GGI
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EM
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
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

CX Institutional's SFST Position: Q3 2026 in Review

CX Institutional opened a new position in Southern First Bancshares (SFST) in Q3 2026: 182 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1341 among its holdings.

10 funds tracked by Wall St. Rank hold SFST as of Q3 2026.

  • CX Institutional held 182 shares of Southern First Bancshares worth $11K as of Q3 2026.
  • Southern First Bancshares was a new CX Institutional position in Q3 2026.
  • Southern First Bancshares made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1341 holding.
  • 10 funds tracked by Wall St. Rank held Southern First Bancshares as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.