Southern First Bancshares Inc
SFST- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0001090009
In the last 90 days, Southern First Bancshares Inc insiders filed 1 open-market purchase and 8 sales; 165 institutions reported holding it in 13F filings for Q2 2026, worth $522.1M in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q3 2021
Institutional positions in Southern First Bancshares Inc as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 94
- +4 vs. Q2 2021
- Shares held
- 6.24M
- +95.1K (+1.5%) vs. Q2 2021
- Total value
- $333.9M
- +$19.5M (+6.2%) vs. Q2 2021
- New holders
- 11
- 27 more added
- Sold out
- 7
- 30 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SFST on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 165 | $522.1M |
| Q1 2026 | 149 | $372.8M |
| Q4 2025 | 129 | $343.2M |
| Q3 2025 | 116 | $288.6M |
| Q2 2025 | 102 | $245.7M |
| Q1 2025 | 97 | $210.9M |
| Q4 2024 | 94 | $257.5M |
| Q3 2024 | 101 | $216.3M |
| Q2 2024 | 95 | $184.1M |
| Q1 2024 | 91 | $201.1M |
| Q4 2023 | 92 | $235.2M |
| Q3 2023 | 87 | $168.9M |
| Q2 2023 | 82 | $157.3M |
| Q1 2023 | 90 | $191.6M |
| Q4 2022 | 100 | $291.4M |
| Q3 2022 | 100 | $263.3M |
| Q2 2022 | 103 | $275.2M |
| Q1 2022 | 107 | $320.2M |
| Q4 2021 | 102 | $396.5M |
| Q3 2021 | 94 | $333.9M |
| Q2 2021 | 91 | $317.6M |
| Q1 2021 | 97 | $288.9M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meridian Wealth Partners, LLC | 9 | $0 | 0.00% | +9 | New |
| Lindbrook Capital, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 89 | $5.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 96 | $5.00K | 0.00% | +96 | New |
| Carolinas Wealth Consulting LLC | 118 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 189 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 202 | $11.0K | 0.00% | −312−60.7% | Reduced |
| UBS Group AG | 271 | $14.0K | 0.00% | −395−59.3% | Reduced |
| Brown Brothers Harriman & Co | 608 | $33.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 613 | $33.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 676 | $36.0K | 0.00% | +50+8.0% | Added |
| FinTrust Capital Advisors, LLC | 780 | $42.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 804 | $43.0K | 0.00% | +804 | New |
| Citigroup Inc | 851 | $46.0K | 0.00% | +371+77.3% | Added |
| Anchor Investment Management, LLC | 1,000 | $53.5K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,000 | $54.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,692 | $90.5K | 0.00% | +1,346+389.0% | Added |
| Metropolitan Life Insurance Co | 2,385 | $127.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,492 | $133.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 3,434 | $183.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,659 | $196.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,680 | $198.0K | 0.00% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 3,816 | $204.0K | 0.03% | +3,816 | New |
| Salzhauer Michael | 4,000 | $214.0K | 0.10% | 00.0% | Unchanged |
| American International Group, Inc. | 4,075 | $218.0K | 0.00% | −97−2.3% | Reduced |
| California State Teachers Retirement System | 4,211 | $225.0K | 0.00% | −6,058−59.0% | Reduced |
| SG Americas Securities, LLC | 4,206 | $225.0K | 0.00% | +4,206 | New |
| Deutsche Bank AG | 4,284 | $229.0K | 0.00% | −290−6.3% | Reduced |
| Wagner Wealth Management, LLC | 4,296 | $231.0K | 0.18% | +4+0.1% | Added |
| Janney Montgomery Scott LLC | 4,746 | $254.0K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 4,953 | $266.0K | 0.00% | +4,953 | New |
| Colonial Trust Advisors | 5,188 | $278.0K | 0.03% | +95+1.9% | Added |
| Bank of America Corp | 5,274 | $282.0K | 0.00% | −7,324−58.1% | Reduced |
| Millennium Management LLC | 5,327 | $285.0K | 0.00% | +5,327 | New |
| Beacon Pointe Advisors, LLC | 5,541 | $296.0K | 0.01% | +5,541 | New |
| Patton Albertson Miller Group, LLC | 5,637 | $302.0K | 0.06% | +5,637 | New |
| Northwestern Mutual Wealth Management Co | 5,896 | $315.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 6,250 | $334.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 6,410 | $343.0K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 7,313 | $391.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 8,862 | $473.0K | 0.00% | −2,670−23.2% | Reduced |
| IndexIQ Advisors LLC | 9,590 | $513.0K | 0.02% | +960+11.1% | Added |
| Rhumbline Advisers | 9,690 | $518.0K | 0.00% | +59+0.6% | Added |
| PL Capital Advisors, LLC | 10,000 | $535.0K | 0.13% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 10,918 | $584.0K | 0.20% | −610−5.3% | Reduced |
| ELCO Management Co., LLC | 10,918 | $584.0K | 0.45% | −25−0.2% | Reduced |
| Invesco Ltd. | 11,848 | $634.0K | 0.00% | +1,226+11.5% | Added |
| Royal Bank of Canada | 12,220 | $653.0K | 0.00% | +250+2.1% | Added |
| JPMorgan Chase & Co | 13,053 | $698.0K | 0.00% | −5,917−31.2% | Reduced |
| Maltese Capital Management LLC | 13,211 | $707.0K | 0.12% | +13,211 | New |
| Russell Investments Group, Ltd. | 13,265 | $709.0K | 0.00% | −2,138−13.9% | Reduced |
| Godsey & Gibb Associates | 13,800 | $738.0K | 0.33% | +13,800 | New |
| Barclays PLC | 14,345 | $768.0K | 0.00% | +2,085+17.0% | Added |
| Wells Fargo & Company | 14,450 | $773.0K | 0.00% | +10,742+289.7% | Added |
| Sheets Smith Wealth Management | 15,370 | $822.0K | 0.11% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 16,496 | $883.0K | 0.00% | −237−1.4% | Reduced |
| Greenwood Capital Associates LLC | 16,742 | $896.0K | 0.14% | +132+0.8% | Added |
| American Century Companies Inc | 17,654 | $944.0K | 0.00% | +2,324+15.2% | Added |
| Panagora Asset Management Inc | 18,212 | $974.0K | 0.01% | −119−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 18,861 | $1.01M | 0.00% | +629+3.4% | Added |
| Nuveen Asset Management, LLC | 26,918 | $1.34M | 0.00% | −93−0.3% | Reduced |
| Gamco Investors, Inc. Et Al | 26,900 | $1.44M | 0.01% | +12,900+92.1% | Added |
| Jacobs Levy Equity Management, Inc | 27,282 | $1.46M | 0.01% | −911−3.2% | Reduced |
| Bank of New York Mellon Corp | 28,734 | $1.54M | 0.00% | +2,296+8.7% | Added |
| Abacus Planning Group, Inc. | 33,381 | $1.79M | 0.57% | −20.0% | Reduced |
| Goldman Sachs Group Inc | 33,634 | $1.80M | 0.00% | +7,155+27.0% | Added |
| Acadian Asset Management LLC | 39,582 | $2.12M | 0.01% | −3,367−7.8% | Reduced |
| Comerica Bank | 50,732 | $2.75M | 0.02% | +393+0.8% | Added |
| Uniplan Investment Counsel, Inc. | 55,806 | $2.98M | 0.18% | −1,826−3.2% | Reduced |
| Putnam Investments LLC | 59,190 | $3.17M | 0.00% | −2,140−3.5% | Reduced |
| Captrust Financial Advisors | 61,813 | $3.31M | 0.03% | +61,695+52,283.9% | Added |
| Royce & Associates LP | 62,571 | $3.35M | 0.03% | −16,100−20.5% | Reduced |
| Teton Advisors, Inc. | 65,010 | $3.48M | 0.50% | +5,510+9.3% | Added |
| Monarch Partners Asset Management LLC | 69,743 | $3.73M | 0.54% | +6,775+10.8% | Added |
| Northern Trust Corp | 78,664 | $4.21M | 0.00% | −1,966−2.4% | Reduced |
| SeaCrest Wealth Management, LLC | 106,286 | $5.69M | 0.69% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 108,807 | $5.82M | 0.01% | −6,429−5.6% | Reduced |
| Geode Capital Management, LLC | 124,884 | $6.68M | 0.00% | +480+0.4% | Added |
| EJF Capital LLC | 148,819 | $7.96M | 0.70% | +2,262+1.5% | Added |
| Alliancebernstein L.P. | 150,180 | $8.04M | 0.00% | −700−0.5% | Reduced |
| State Street Corp | 153,078 | $8.19M | 0.00% | +17,099+12.6% | Added |
| Stieven Capital Advisors, L.P. | 168,642 | $9.02M | 1.09% | −200−0.1% | Reduced |
| Wedge Capital Management L L P | 175,505 | $9.39M | 0.12% | −6,471−3.6% | Reduced |
| Ameriprise Financial Inc | 197,378 | $10.6M | 0.00% | +112+0.1% | Added |
| Wellington Management Group LLP | 270,552 | $14.5M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 288,720 | $15.4M | 0.00% | −1,606−0.6% | Reduced |
| Endeavour Capital Advisors Inc | 315,416 | $16.9M | 2.44% | 00.0% | Unchanged |
| Vanguard Group Inc | 383,658 | $20.5M | 0.00% | −2,369−0.6% | Reduced |
| Banc Funds Co LLC | 393,086 | $21.0M | 1.61% | −84,100−17.6% | Reduced |
| Manufacturers Life Insurance Company, The | 400,746 | $21.4M | 0.02% | +786+0.2% | Added |
| BlackRock Inc. | 433,466 | $23.2M | 0.00% | −7,464−1.7% | Reduced |
| FJ Capital Management LLC | 575,000 | $30.7M | 2.66% | +114,000+24.7% | Added |
| Price T Rowe Associates Inc | 743,351 | $39.8M | 0.00% | −3,237−0.4% | Reduced |
| EAM Investors, LLC | 0 | $0 | 0.00% | −19,288−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −8,080−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −5,657−100.0% | Sold out |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 0 | $0 | 0.00% | −5,637−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −4,072−100.0% | Sold out |