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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
Q3 		$475 Hold
8
– – ﹤0.01% 2149
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

GGI
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's SFST Position: Q3 2026 in Review

True Wealth Design held its Southern First Bancshares (SFST) position steady in Q3 2026 at 8 shares worth $475. The position accounts for ﹤0.01% of the portfolio, ranked #2149.

True Wealth Design first reported a position in SFST in Q1 2025 and has held it in 7 quarters since. The position peaked at $600 in Q1 2026. 10 funds tracked by Wall St. Rank hold SFST as of Q3 2026.

  • True Wealth Design held 8 shares of Southern First Bancshares worth $475 as of Q3 2026.
  • True Wealth Design left its Southern First Bancshares share count unchanged in Q3 2026.
  • Southern First Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2149 holding.
  • True Wealth Design first reported a position in Southern First Bancshares in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Southern First Bancshares position peaked at $600 in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Southern First Bancshares as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.