EverSource Wealth Advisors’s Southern First Bancshares SFST Stock Holding History

EverSource Wealth 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 Q2	$6.29K	Buy	103 +6	+6%	+$346	﹤0.01%	3165
2026 Q1	$5.29K	Buy	97 +5	+5%	+$276	﹤0.01%	3244
2025 Q4	$4.74K	Hold	92	–	–	﹤0.01%	3146
2025 Q3	$4.06K	Buy	92 +6	+7%	+$256	﹤0.01%	3245
2025 Q2	$3.27K	Buy	86 +12	+16%	+$421	﹤0.01%	3320
2025 Q1	$2.44K	Buy	74 +4	+6%	+$140	﹤0.01%	2842
2024 Q4	$2.78K	Hold	70	–	–	﹤0.01%	2588
2024 Q3	$2.39K	Hold	70	–	–	﹤0.01%	2489
2024 Q2	$2.42K	Buy	70 +18	+35%	+$494	﹤0.01%	2485
2024 Q1	$1.34K	Hold	52	–	–	﹤0.01%	2492
2023 Q4	$1.93K	Hold	52	–	–	﹤0.01%	2179
2023 Q3	$1.4K	Buy	+52	New	+$1.44K	﹤0.01%	2113

Other funds holding SFST

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

EverSource Wealth Advisors's SFST Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Southern First Bancshares (SFST) stake by 6.2% in Q2 2026, buying an estimated $346 and bringing the position to 103 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #3165.

EverSource Wealth Advisors first reported a position in SFST in Q3 2023 and has held it in 12 quarters since. 36 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

EverSource Wealth Advisors held 103 shares of Southern First Bancshares worth $6.29K as of Q2 2026.
EverSource Wealth Advisors bought 6 Southern First Bancshares shares in Q2 2026, an estimated $346.
Southern First Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3165 holding.
EverSource Wealth Advisors first reported a position in Southern First Bancshares in Q3 2023 and has held it in 12 quarters since.
36 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.