Wealth Enhancement Advisory Services’s Southern First Bancshares SFST Stock Holding History

Wealth Enhancement Advisory Services’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	$341K	Buy	5,609 +1,661	+42%	+$95.7K	﹤0.01%	3074
2026 Q1	$218K	Sell	3,948 -1,951	-33%	-$108K	﹤0.01%	3070
2025 Q4	$311K	Sell	5,899 -10,855	-65%	-$521K	﹤0.01%	2894
2025 Q3	$730K	Buy	16,754 +386	+2%	+$16.5K	﹤0.01%	2070
2025 Q2	$654K	Buy	+16,368	New	+$574K	﹤0.01%	2022

Other funds holding SFST

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

Wealth Enhancement Advisory Services's SFST Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Southern First Bancshares (SFST) stake by 42% in Q2 2026, buying an estimated $95.7K and bringing the position to 5,609 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #3074.

Wealth Enhancement Advisory Services first reported a position in SFST in Q2 2025 and has held it in 5 quarters since. The position peaked at $730K in Q3 2025. 33 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

Wealth Enhancement Advisory Services held 5,609 shares of Southern First Bancshares worth $341K as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,661 Southern First Bancshares shares in Q2 2026, an estimated $95.7K.
Southern First Bancshares made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3074 holding.
Wealth Enhancement Advisory Services first reported a position in Southern First Bancshares in Q2 2025 and has held it in 5 quarters since.
Wealth Enhancement Advisory Services's Southern First Bancshares position peaked at $730K in Q3 2025.
33 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.