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 Q3	$358K	Buy	5,932 +323	+6%	+$20.1K	﹤0.01%	3162
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

Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's SFST Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Southern First Bancshares (SFST) stake by 5.8% in Q3 2026, buying an estimated $20.1K and bringing the position to 5,932 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #3162.

Wealth Enhancement Advisory Services first reported a position in SFST in Q2 2025 and has held it in 6 quarters since. The position peaked at $730K in Q3 2025. 37 funds tracked by Wall St. Rank hold SFST as of Q3 2026.

Wealth Enhancement Advisory Services held 5,932 shares of Southern First Bancshares worth $358K as of Q3 2026.
Wealth Enhancement Advisory Services bought 323 Southern First Bancshares shares in Q3 2026, an estimated $20.1K.
Southern First Bancshares made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3162 holding.
Wealth Enhancement Advisory Services first reported a position in Southern First Bancshares in Q2 2025 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's Southern First Bancshares position peaked at $730K in Q3 2025.
37 funds tracked by Wall St. Rank held Southern First Bancshares as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.