SignatureFD’s Southern First Bancshares SFST Stock Holding History

SignatureFD’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	$114K	Buy	1,930 +3	+0.2%	+$186	﹤0.01%	1478
2026 Q2	$118K	Hold	1,927	–	–	﹤0.01%	1355
2026 Q1	$105K	Sell	1,927 -11	-0.6%	-$608	﹤0.01%	1329
2025 Q4	$100K	Buy	1,938 +34	+2%	+$1.63K	﹤0.01%	1324
2025 Q3	$84K	Hold	1,904	–	–	﹤0.01%	1380
2025 Q2	$72.4K	Hold	1,904	–	–	﹤0.01%	1394
2025 Q1	$62.7K	Hold	1,904	–	–	﹤0.01%	1446
2024 Q4	$75.7K	Hold	1,904	–	–	﹤0.01%	1369
2024 Q3	$64.9K	Hold	1,904	–	–	﹤0.01%	1439
2024 Q2	$55.7K	Hold	1,904	–	–	﹤0.01%	1464
2024 Q1	$60.5K	Hold	1,904	–	–	﹤0.01%	1442
2023 Q4	$70.6K	Hold	1,904	–	–	﹤0.01%	1302
2023 Q3	$51.3K	Hold	1,904	–	–	﹤0.01%	1382
2023 Q2	$47.1K	Hold	1,904	–	–	﹤0.01%	1467
2023 Q1	$58.5K	Hold	1,904	–	–	﹤0.01%	1310
2022 Q4	$87.1K	Hold	1,904	–	–	﹤0.01%	1076
2022 Q3	$79K	Hold	1,904	–	–	﹤0.01%	1075
2022 Q2	$83K	Hold	1,904	–	–	﹤0.01%	1062
2022 Q1	$97K	Sell	1,904 -1,755	-48%	-$101K	﹤0.01%	1048
2021 Q4	$229K	Hold	3,659	–	–	0.01%	673
2021 Q3	$196K	Hold	3,659	–	–	0.01%	696
2021 Q2	$187K	Hold	3,659	–	–	0.01%	701
2021 Q1	$172K	Hold	3,659	–	–	0.01%	661
2020 Q4	$129K	Hold	3,659	–	–	0.01%	676
2020 Q3	$88K	Buy	+3,659	New	+$92.7K	﹤0.01%	753

Other funds holding SFST

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

SignatureFD's SFST Position: Q3 2026 in Review

SignatureFD increased its Southern First Bancshares (SFST) stake by 0.16% in Q3 2026, buying an estimated $186 and bringing the position to 1,930 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

SignatureFD first reported a position in SFST in Q3 2020 and has held it in 25 quarters since. The position peaked at $229K in Q4 2021. 32 funds tracked by Wall St. Rank hold SFST as of Q3 2026.

SignatureFD held 1,930 shares of Southern First Bancshares worth $114K as of Q3 2026.
SignatureFD bought 3 Southern First Bancshares shares in Q3 2026, an estimated $186.
Southern First Bancshares made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1478 holding.
SignatureFD first reported a position in Southern First Bancshares in Q3 2020 and has held it in 25 quarters since.
SignatureFD's Southern First Bancshares position peaked at $229K in Q4 2021.
32 funds tracked by Wall St. Rank held Southern First Bancshares as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.