USA Financial Formulas’s Southern First Bancshares SFST Stock Holding History

USA Financial Formulas’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	$39.4K	Buy	+665	New	+$41.3K	0.01%	264

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

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 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 25.23% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

USA Financial Formulas's SFST Position: Q3 2026 in Review

USA Financial Formulas opened a new position in Southern First Bancshares (SFST) in Q3 2026: 665 shares worth $39.4K. The stake represents 0.01% of the portfolio and ranks #264 among its holdings.

16 funds tracked by Wall St. Rank hold SFST as of Q3 2026.

USA Financial Formulas held 665 shares of Southern First Bancshares worth $39.4K as of Q3 2026.
Southern First Bancshares was a new USA Financial Formulas position in Q3 2026.
Southern First Bancshares made up 0.01% of USA Financial Formulas's portfolio in Q3 2026, its #264 holding.
16 funds tracked by Wall St. Rank held Southern First Bancshares as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.