SeaCrest Wealth Management, LLC
Position in SFST — Southern First Bancshares Inc
CIK 1728121
PURCHASE, NY
Position in SFST
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$232,241
-$203,105 QoQ
Shares Held
3,801
-52.4% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#10
of 26 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, 2026SeaCrest Wealth Management, LLC holds $11,144,634 across 16 Banks - Regional names. SFST ranks #13 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
43,837 | $2,183,959 | |
| 2 | WBS |
Webster Financial Corp
|
23,936 | $1,829,189 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
19,324 | $1,354,032 | |
| 4 | EBC |
Eastern Bankshares, Inc.
|
46,000 | $1,023,040 | |
| 5 | DCOM |
Dime Commercial Bancshares, Inc. /NY/
|
19,593 | $796,455 | |
| 6 | FBNC |
First Bancorp /Nc/
|
11,035 | $705,467 | |
| 7 | SSB |
SouthState Bank Corp
|
6,665 | $665,833 | |
| 8 | RMBI |
Richmond Mutual Bancorporation, Inc.
|
25,853 | $410,545 |
All Filings in SFST
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,241 | 3,801 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $435,346 | 7,988 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $414,117 | 8,038 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $411,816 | 9,334 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $725,270 | 19,071 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,898,529 | 57,671 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,337,538 | 58,806 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,428,540 | 71,260 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,738,004 | 93,639 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $4,424,485 | 139,310 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $5,104,218 | 137,580 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,707,779 | 137,631 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,380,874 | 136,601 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,229,762 | 105,204 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,781,058 | 104,504 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,454,662 | 106,929 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,633,006 | 106,286 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $5,403,580 | 106,286 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,641,812 | 106,286 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,686,301 | 106,286 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $5,437,591 | 106,286 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,736,283 | 122,361 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,383,788 | 124,011 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,087,843 | 127,861 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,587,031 | 129,449 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $3,769,521 | 132,870 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||