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

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Torren Management San Diego, California $197M AUM