Integrated Wealth Concepts’s Southern First Bancshares SFST Stock Holding History

Integrated Wealth Concepts’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	$19.1K	Buy	+313	New	+$18K	﹤0.01%	4134

Other funds holding SFST

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Integrated Wealth Concepts's SFST Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Southern First Bancshares (SFST) in Q2 2026: 313 shares worth $19.1K. The stake represents ﹤0.01% of the portfolio and ranks #4134 among its holdings.

165 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

Integrated Wealth Concepts held 313 shares of Southern First Bancshares worth $19.1K as of Q2 2026.
Southern First Bancshares was a new Integrated Wealth Concepts position in Q2 2026.
Southern First Bancshares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4134 holding.
165 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.