COLTON GROOME FINANCIAL ADVISORS, LLC
Position in SFST — Southern First Bancshares Inc
CIK 1780330
ASHEVILLE, NC
Position in SFST
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$468,942
+$50,655 QoQ
Shares Held
7,675
0.0% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#6
of 26 holders
Holding Since
Sep 2024
8 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, 2026COLTON GROOME FINANCIAL ADVISORS, LLC holds $3,604,514 across 7 Banks - Regional names. SFST ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,492 | $1,598,460 | |
| 2 | SFST |
Southern First Bancshares Inc
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|
7,675 | $468,942 | |
| 3 | FCNCA |
First Citizens Bancshares Inc /De/
|
217 | $451,531 | |
| 4 | SSB |
SouthState Bank Corp
|
3,600 | $359,640 | |
| 5 | WASH |
Washington Trust Bancorp Inc
|
7,390 | $269,587 | |
| 6 | PRK |
Park National Corp /Oh/
|
1,376 | $251,794 | |
| 7 | TFC |
Truist Financial Corp
|
4,106 | $204,560 |
All Filings in SFST
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,942 | 7,675 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $418,287 | 7,675 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $395,416 | 7,675 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $338,621 | 7,675 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $291,880 | 7,675 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $252,661 | 7,675 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $305,081 | 7,675 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $261,564 | 7,675 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||