Parallel Advisors
SFST icon

Parallel Advisors’s Southern First Bancshares SFST Stock Holding History

Parallel 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
Q3 		$3.97K Buy
67
+30
+81% +$1.86K ﹤0.01% 3447
2026
Q2 		$2.26K Hold
37
– – ﹤0.01% 3493
2026
Q1 		$2.02K Buy
+37
New +$2.04K ﹤0.01% 3364

Other funds holding SFST

Abacus Planning Group
Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Colton Groome Financial Advisors
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

Parallel Advisors's SFST Position: Q3 2026 in Review

Parallel Advisors increased its Southern First Bancshares (SFST) stake by 81% in Q3 2026, buying an estimated $1.86K and bringing the position to 67 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #3447.

Parallel Advisors first reported a position in SFST in Q1 2026 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold SFST as of Q3 2026.

  • Parallel Advisors held 67 shares of Southern First Bancshares worth $3.97K as of Q3 2026.
  • Parallel Advisors bought 30 Southern First Bancshares shares in Q3 2026, an estimated $1.86K.
  • Southern First Bancshares made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3447 holding.
  • Parallel Advisors first reported a position in Southern First Bancshares in Q1 2026 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held Southern First Bancshares as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.