Wagner Wealth Management, LLC

Position in SFST — Southern First Bancshares Inc

CIK 1728657 GREENVILLE, SC

Position in SFST

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$416,029

+$19,051 QoQ

Shares Held

6,809

-6.5% QoQ

Ownership

0.072%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

of 26 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wagner Wealth Management, LLC holds $1,052,094 across 3 Banks - Regional names. SFST ranks #1 (39.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SFST	Southern First Bancshares Inc This page	6,809	$416,029
2	UCB	United Community Banks Inc	10,653	$373,813
3	TFC	Truist Financial Corp	5,264	$262,252

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$416,029	6,809	-6.5%	Shares	Sole	2026-07-24
2026-03-31	$396,978	7,284	-6.2%	Shares	Sole	2026-04-24
2025-12-31	$400,001	7,764	0.0%	Shares	Sole	2026-01-30
2025-09-30	$342,547	7,764	-11.2%	Shares	Sole	2025-10-21
2025-06-30	$332,534	8,744	+5.3%	Shares	Sole	2025-07-17
2025-03-31	$273,433	8,306	+49.5%	Shares	Sole	2025-04-18
2024-12-31	$220,851	5,556	-50.6%	Shares	Sole	2025-01-29
2024-09-30	$383,263	11,246	-0.7%	Shares	Sole	2024-10-11
2024-06-30	$331,026	11,321	+101.0%	Shares	Sole	2024-07-18
2023-12-31	$208,910	5,631	0.0%	Shares	Sole	2024-01-19
2022-12-31	$257,618	5,631	+1.3%	Shares	Sole	2023-02-14
2022-09-30	$231,462	5,556	-2.0%	Shares	Sole	2022-11-14
2022-06-30	$247,198	5,671	-9.4%	Shares	Sole	2022-08-11
2022-03-31	$318,055	6,256	0.0%	Shares	Sole	2022-05-16
2021-12-31	$390,937	6,256	+45.6%	Shares	Sole	2022-02-15
2021-09-30	$229,836	4,296	+0.1%	Shares	Sole	2021-11-15
2021-06-30	$219,578	4,292	+16.5%	Shares	Sole	2021-08-13
2021-03-31	$172,752	3,685	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.