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True Wealth Design’s Southern First Bancshares SFST Stock Holding History

True Wealth Design’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 		$489 Sell
8
-3
-27% -$173 ﹤0.01% 2209
2026
Q1 		$600 Hold
11
– – ﹤0.01% 1986
2025
Q4 		$567 Sell
11
-2
-15% -$96 ﹤0.01% 1915
2025
Q3 		$574 Buy
13
+11
+550% +$470 ﹤0.01% 1961
2025
Q2 		$77 Sell
2
-11
-85% -$386 ﹤0.01% 2301
2025
Q1 		$428 Buy
+13
New +$456 ﹤0.01% 1608

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

True Wealth Design's SFST Position: Q2 2026 in Review

True Wealth Design reduced its Southern First Bancshares (SFST) stake by 27% in Q2 2026, selling an estimated $173 and leaving 8 shares worth $489. The position accounts for ﹤0.01% of the portfolio, ranked #2209.

True Wealth Design first reported a position in SFST in Q1 2025 and has held it in 6 quarters since. The position peaked at $600 in Q1 2026. 165 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

  • True Wealth Design held 8 shares of Southern First Bancshares worth $489 as of Q2 2026.
  • True Wealth Design sold 3 Southern First Bancshares shares in Q2 2026, an estimated $173.
  • Southern First Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2209 holding.
  • True Wealth Design first reported a position in Southern First Bancshares in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Southern First Bancshares position peaked at $600 in Q1 2026.
  • 165 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.