SWM
SFST icon

SeaCrest Wealth Management’s Southern First Bancshares SFST Stock Holding History

SeaCrest Wealth Management’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 		$232K Sell
3,801
-4,187
-52% -$241K 0.03% 481
2026
Q1 		$435K Sell
7,988
-50
-0.6% -$2.76K 0.05% 363
2025
Q4 		$420K Sell
8,038
-1,296
-14% -$62.1K 0.04% 364
2025
Q3 		$403K Sell
9,334
-9,737
-51% -$416K 0.04% 372
2025
Q2 		$725K Sell
19,071
-38,600
-67% -$1.35M 0.08% 232
2025
Q1 		$1.9M Sell
57,671
-1,135
-2% -$39.8K 0.21% 81
2024
Q4 		$2.34M Sell
58,806
-12,454
-17% -$498K 0.25% 70
2024
Q3 		$2.43M Sell
71,260
-22,379
-24% -$720K 0.26% 66
2024
Q2 		$2.74M Sell
93,639
-45,671
-33% -$1.25M 0.31% 51
2024
Q1 		$4.42M Buy
139,310
+1,730
+1% +$59.5K 0.54% 29
2023
Q4 		$5.16M Sell
137,580
-51
-0% -$1.51K 0.64% 23
2023
Q3 		$3.71M Buy
137,631
+1,030
+0.8% +$28.6K 0.48% 37
2023
Q2 		$3.38M Buy
136,601
+31,397
+30% +$819K 0.43% 40
2023
Q1 		$3.23M Buy
105,204
+700
+0.7% +$27.5K 0.44% 42
2022
Q4 		$4.78M Sell
104,504
-2,425
-2% -$110K 0.69% 25
2022
Q3 		$4.46M Buy
106,929
+643
+0.6% +$28.4K 0.68% 25
2022
Q2 		$4.63M Hold
106,286
– – 0.58% 26
2022
Q1 		$5.4M Hold
106,286
– – 0.62% 24
2021
Q4 		$6.64M Hold
106,286
– – 0.73% 21
2021
Q3 		$5.69M Hold
106,286
– – 0.69% 23
2021
Q2 		$5.44M Sell
106,286
-16,075
-13% -$831K 0.66% 25
2021
Q1 		$5.74M Sell
122,361
-1,650
-1% -$72K 0.76% 16
2020
Q4 		$4.38M Sell
124,011
-3,850
-3% -$119K 0.62% 29
2020
Q3 		$3.09M Sell
127,861
-1,588
-1% -$40.2K 0.49% 40
2020
Q2 		$3.59M Sell
129,449
-3,421
-3% -$92.9K 0.62% 32
2020
Q1 		$3.77M Buy
132,870
+22,661
+21% +$844K 0.81% 18
2019
Q4 		$4.68M Buy
110,209
+7,350
+7% +$306K 0.78% 20
2019
Q3 		$4.1M Sell
102,859
-11,072
-10% -$430K 0.77% 19
2019
Q2 		$4.46M Buy
113,931
+64,284
+129% +$2.33M 0.91% 16
2019
Q1 		$1.68M Sell
49,647
-515
-1% -$18.4K 0.29% 67
2018
Q4 		$1.61M Buy
50,162
+12,846
+34% +$460K 0.33% 63
2018
Q3 		$1.47M Buy
37,316
+5,112
+16% +$220K 0.25% 78
2018
Q2 		$1.42M Buy
32,204
+30
+0.1% +$1.4K 0.26% 77
2018
Q1 		$1.43M Hold
32,174
– – 0.26% 78
2017
Q4 		$1.33M Buy
+32,174
New +$1.28M 0.24% 81

Other funds holding SFST

SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

SeaCrest Wealth Management's SFST Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its Southern First Bancshares (SFST) stake by 52% in Q2 2026, selling an estimated $241K and leaving 3,801 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #481.

SeaCrest Wealth Management first reported a position in SFST in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.64M in Q4 2021. 11 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

  • SeaCrest Wealth Management held 3,801 shares of Southern First Bancshares worth $232K as of Q2 2026.
  • SeaCrest Wealth Management sold 4,187 Southern First Bancshares shares in Q2 2026, an estimated $241K.
  • Southern First Bancshares made up 0.03% of SeaCrest Wealth Management's portfolio in Q2 2026, its #481 holding.
  • SeaCrest Wealth Management first reported a position in Southern First Bancshares in Q4 2017 and has held it in 35 quarters since.
  • SeaCrest Wealth Management's Southern First Bancshares position peaked at $6.64M in Q4 2021.
  • 11 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.