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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
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

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Pinnacle Wealth Planning Services's SFST Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Southern First Bancshares (SFST) stake by 81% in Q1 2026, selling an estimated $49.1K and leaving 214 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

Pinnacle Wealth Planning Services first reported a position in SFST in Q4 2025 and has held it in 2 quarters since. The position peaked at $56.8K in Q4 2025. 149 funds tracked by Wall St. Rank hold SFST as of Q1 2026.

  • Pinnacle Wealth Planning Services held 214 shares of Southern First Bancshares worth $11.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 889 Southern First Bancshares shares in Q1 2026, an estimated $49.1K.
  • Southern First Bancshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1944 holding.
  • Pinnacle Wealth Planning Services first reported a position in Southern First Bancshares in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Southern First Bancshares position peaked at $56.8K in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.