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Essential Partners’s Southern First Bancshares SFST Stock Holding History

Essential Partners’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 		$4.09K Hold
69
– – ﹤0.01% 1609
2026
Q2 		$4.22K Sell
69
-55
-44% -$3.17K ﹤0.01% 1616
2026
Q1 		$6.76K Hold
124
– – ﹤0.01% 1440
2025
Q4 		$6.39K Buy
124
+5
+4% +$240 ﹤0.01% 1331
2025
Q3 		$5.25K Buy
119
+115
+2,875% +$4.91K ﹤0.01% 1408
2025
Q2 		$152 Buy
+4
New +$140 ﹤0.01% 2006

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

Essential Partners's SFST Position: Q3 2026 in Review

Essential Partners held its Southern First Bancshares (SFST) position steady in Q3 2026 at 69 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Essential Partners first reported a position in SFST in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.76K in Q1 2026. 10 funds tracked by Wall St. Rank hold SFST as of Q3 2026.

  • Essential Partners held 69 shares of Southern First Bancshares worth $4.09K as of Q3 2026.
  • Essential Partners left its Southern First Bancshares share count unchanged in Q3 2026.
  • Southern First Bancshares made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1609 holding.
  • Essential Partners first reported a position in Southern First Bancshares in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Southern First Bancshares position peaked at $6.76K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Southern First Bancshares as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.