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Wagner Wealth Management (South Carolina)’s Southern First Bancshares SFST Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$416K Sell
6,809
-475
-7% -$27.4K 0.08% 103
2026
Q1 		$397K Sell
7,284
-480
-6% -$26.5K 0.08% 87
2025
Q4 		$400K Hold
7,764
– – 0.09% 88
2025
Q3 		$343K Sell
7,764
-980
-11% -$41.9K 0.08% 90
2025
Q2 		$333K Buy
8,744
+438
+5% +$15.4K 0.08% 93
2025
Q1 		$273K Buy
8,306
+2,750
+49% +$96.4K 0.07% 94
2024
Q4 		$221K Sell
5,556
-5,690
-51% -$228K 0.06% 102
2024
Q3 		$383K Sell
11,246
-75
-0.7% -$2.41K 0.1% 75
2024
Q2 		$331K Buy
+11,321
New +$311K 0.1% 92
2024
Q1 		– Sell
-5,631
Closed -$209K – 271
2023
Q4 		$209K Buy
+5,631
New +$167K 0.07% 123
2023
Q1 		– Sell
-5,631
Closed -$258K – 241
2022
Q4 		$258K Buy
5,631
+75
+1% +$3.4K 0.16% 99
2022
Q3 		$231K Sell
5,556
-115
-2% -$5.08K 0.17% 93
2022
Q2 		$247K Sell
5,671
-585
-9% -$26.6K 0.2% 88
2022
Q1 		$318K Hold
6,256
– – 0.22% 95
2021
Q4 		$391K Buy
6,256
+1,960
+46% +$115K 0.3% 67
2021
Q3 		$231K Buy
4,296
+4
+0.1% +$202 0.18% 110
2021
Q2 		$220K Buy
4,292
+607
+16% +$31.4K 0.16% 115
2021
Q1 		$173K Buy
+3,685
New +$161K 0.14% 130
2018
Q3 		$190K Hold
4,845
– – 0.13% 126
2018
Q2 		$214K Sell
4,845
-192
-4% -$8.93K 0.15% 110
2018
Q1 		$224K Sell
5,037
-500
-9% -$21.9K 0.17% 98
2017
Q4 		$238K Buy
+5,537
New +$220K 0.18% 98

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

Wagner Wealth Management (South Carolina)'s SFST Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its Southern First Bancshares (SFST) stake by 6.5% in Q2 2026, selling an estimated $27.4K and leaving 6,809 shares worth $416K. The position accounts for 0.08% of the portfolio, ranked #103.

Wagner Wealth Management (South Carolina) first reported a position in SFST in Q4 2017 and has held it in 22 quarters since. 164 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 6,809 shares of Southern First Bancshares worth $416K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) sold 475 Southern First Bancshares shares in Q2 2026, an estimated $27.4K.
  • Southern First Bancshares made up 0.08% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #103 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Southern First Bancshares in Q4 2017 and has held it in 22 quarters since.
  • 164 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.