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Pinnacle Wealth Planning Services’s Southern First Bancshares SFST Stock Holding History

Pinnacle Wealth Planning Services’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 		$13.1K Hold
214
– – ﹤0.01% 1969
2026
Q1 		$11.7K Sell
214
-889
-81% -$49.1K ﹤0.01% 1944
2025
Q4 		$56.8K Buy
+1,103
New +$52.9K 0.01% 1114

Other funds holding SFST

FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's SFST Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Southern First Bancshares (SFST) position steady in Q2 2026 at 214 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

Pinnacle Wealth Planning Services first reported a position in SFST in Q4 2025 and has held it in 3 quarters since. The position peaked at $56.8K in Q4 2025. 165 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

  • Pinnacle Wealth Planning Services held 214 shares of Southern First Bancshares worth $13.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Southern First Bancshares share count unchanged in Q2 2026.
  • Southern First Bancshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1969 holding.
  • Pinnacle Wealth Planning Services first reported a position in Southern First Bancshares in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Southern First Bancshares position peaked at $56.8K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.