Pinnacle Wealth Planning Services
SFST icon

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
Q3 		$12.7K Hold
214
– – ﹤0.01% 1986
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

Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 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
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Pinnacle Wealth Planning Services's SFST Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Southern First Bancshares (SFST) position steady in Q3 2026 at 214 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

Pinnacle Wealth Planning Services first reported a position in SFST in Q4 2025 and has held it in 4 quarters since. The position peaked at $56.8K in Q4 2025. 29 funds tracked by Wall St. Rank hold SFST as of Q3 2026.

  • Pinnacle Wealth Planning Services held 214 shares of Southern First Bancshares worth $12.7K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Southern First Bancshares share count unchanged in Q3 2026.
  • Southern First Bancshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1986 holding.
  • Pinnacle Wealth Planning Services first reported a position in Southern First Bancshares in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Southern First Bancshares position peaked at $56.8K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Southern First Bancshares as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.