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Southern First Bancshares shares owned by True Wealth Design

Quarter-by-quarter ownership of Southern First Bancshares (SFST) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Southern First Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Southern First Bancshares held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern First Bancshares by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $573 13 44.15
2025-06-30 $77 2 38.50
2025-03-31 $428 13 32.92

More positions owned by True Wealth Design

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding Southern First Bancshares

FJ Capital Management
T. Rowe Price Investment Management
BlackRock
Endeavour Capital Advisors
Vanguard Group
Dimensional Fund Advisors
Ameriprise Financial
rhino investment partners
Banc Funds Company
Geode Capital Management
State Street Corporation
Fourthstone
Alliancebernstein
Renaissance Technologies
American Century Companies

View all funds holding Southern First Bancshares