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

Wealth Enhancement Trust 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	$183	Buy	+3	New	+$173	﹤0.01%	1370

Other funds holding SFST

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Southern First Bancshares (SFST) in Q2 2026: 3 shares worth $183. The stake represents ﹤0.01% of the portfolio and ranks #1370 among its holdings.

83 funds tracked by Wall St. Rank hold SFST as of Q2 2026.

Wealth Enhancement Trust Services held 3 shares of Southern First Bancshares worth $183 as of Q2 2026.
Southern First Bancshares was a new Wealth Enhancement Trust Services position in Q2 2026.
Southern First Bancshares made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1370 holding.
83 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2026.

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