Wealth Enhancement Advisory Services
SFST icon

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

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

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. 165 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.
  • 165 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.