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SHEETS SMITH WEALTH MANAGEMENT

Position in SFST — Southern First Bancshares Inc

CIK 1157436 WINSTON-SALEM, NC

Position in SFST

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$1,199,942
+$153,324 QoQ
Shares Held
19,639
+2.3% QoQ
Ownership
0.208%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2
of 26 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SFST Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

SHEETS SMITH WEALTH MANAGEMENT holds $19,936,090 across 16 Banks - Regional names. SFST ranks #3 (6.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SFST
Southern First Bancshares Inc
This page
19,639 $1,199,942

All Filings in SFST

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,199,942 19,639
2026-03-31 $1,046,618 19,204
2025-12-31 $840,857 16,321
2025-09-30 $720,082 16,321
2025-06-30 $612,168 16,097
2025-03-31 $520,300 15,805
2024-12-31 $603,842 15,191
2024-09-30 $501,010 14,701
2024-06-30 $429,857 14,701
2024-03-31 $466,903 14,701
2023-12-31 $545,407 14,701
2023-09-30 $410,861 15,251
2023-06-30 $367,636 14,854
2023-03-31 $468,389 15,257
2022-12-31 $694,119 15,172
2022-09-30 $632,065 15,172
2022-06-30 $672,244 15,422
2022-03-31 $784,054 15,422
2021-12-31 $963,720 15,422
2021-09-30 $822,295 15,370
2021-06-30 $786,329 15,370
2021-03-31 $720,545 15,370
2020-12-31 $547,147 15,478
2020-09-30 $364,978 15,113
2020-06-30 $418,781 15,113
2020-03-31 $428,755 15,113