Abacus Planning Group, Inc.
Position in SFST — Southern First Bancshares Inc
CIK 1602730
COLUMBIA, SC
Position in SFST
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,786,502
+$131,065 QoQ
Shares Held
29,239
-3.7% QoQ
Ownership
0.309%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#45
of 165 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SFST Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Abacus Planning Group, Inc. holds $8,415,926 across 8 Banks - Regional names. SFST ranks #2 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
15,098 | $3,593,474 | |
| 2 | SFST |
Southern First Bancshares Inc
This page
|
29,239 | $1,786,502 | |
| 3 | BPOP |
Popular, Inc.
|
7,311 | $1,200,319 | |
| 4 | FCCO |
First Community Corp /Sc/
|
21,188 | $692,423 | |
| 5 | TFC |
Truist Financial Corp
|
9,865 | $491,474 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,041 | $256,315 | |
| 7 | SSB |
SouthState Bank Corp
|
2,307 | $230,469 | |
| 8 | ASRV |
Ameriserv Financial Inc /Pa/
|
42,513 | $164,950 |
All Filings in SFST
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,786,502 | 29,239 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,655,437 | 30,375 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,569,196 | 30,458 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,373,146 | 31,123 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,183,607 | 31,123 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,024,569 | 31,123 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,237,139 | 31,123 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,084,630 | 31,826 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $930,592 | 31,826 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,010,793 | 31,826 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,181,783 | 31,854 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $885,814 | 32,881 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $813,804 | 32,881 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,009,446 | 32,881 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,504,305 | 32,881 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,396,401 | 33,519 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,433,849 | 32,894 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,672,330 | 32,894 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $2,055,546 | 32,894 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,785,883 | 33,381 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,707,874 | 33,383 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,564,995 | 33,383 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,065,201 | 30,133 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $721,674 | 29,883 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $828,057 | 29,883 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $847,780 | 29,883 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||