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, Q4 2021
Institutional positions in Southern First Bancshares Inc as of Dec 31, 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
- 102
- +8 vs. Q3 2021
- Shares held
- 6.35M
- +103.7K (+1.7%) vs. Q3 2021
- Total value
- $396.5M
- +$62.5M (+18.7%) vs. Q3 2021
- New holders
- 14
- 28 more added
- Sold out
- 6
- 34 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 653,401 | $40.8M | 0.00% | −89,950−12.1% | Reduced |
| FJ Capital Management LLC | 600,000 | $37.5M | 3.15% | +25,000+4.3% | Added |
| BlackRock Inc. | 516,946 | $32.3M | 0.00% | +83,480+19.3% | Added |
| Manufacturers Life Insurance Company, The | 405,220 | $25.3M | 0.02% | +4,474+1.1% | Added |
| Vanguard Group Inc | 360,645 | $22.5M | 0.00% | −23,013−6.0% | Reduced |
| Banc Funds Co LLC | 348,552 | $21.8M | 1.64% | −44,534−11.3% | Reduced |
| Endeavour Capital Advisors Inc | 315,416 | $19.7M | 2.77% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 285,847 | $17.9M | 0.01% | −2,873−1.0% | Reduced |
| Wellington Management Group LLP | 248,673 | $15.5M | 0.00% | −21,879−8.1% | Reduced |
| Ameriprise Financial Inc | 191,666 | $12.0M | 0.00% | −5,712−2.9% | Reduced |
| EJF Capital LLC | 172,117 | $10.8M | 0.96% | +23,298+15.7% | Added |
| Stieven Capital Advisors, L.P. | 168,142 | $10.5M | 1.26% | −500−0.3% | Reduced |
| Wedge Capital Management L L P | 162,524 | $10.2M | 0.13% | −12,981−7.4% | Reduced |
| State Street Corp | 154,666 | $9.66M | 0.00% | +1,588+1.0% | Added |
| Alliancebernstein L.P. | 150,180 | $9.38M | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 124,758 | $7.80M | 0.00% | −126−0.1% | Reduced |
| River Oaks Capital LLC | 122,100 | $7.63M | 7.06% | +122,100 | New |
| SeaCrest Wealth Management, LLC | 106,286 | $6.64M | 0.73% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 97,007 | $6.06M | 0.01% | −11,800−10.8% | Reduced |
| Northern Trust Corp | 77,034 | $4.81M | 0.00% | −1,630−2.1% | Reduced |
| Monarch Partners Asset Management LLC | 76,216 | $4.76M | 0.97% | +6,473+9.3% | Added |
| Teton Advisors, Inc. | 66,010 | $4.13M | 0.59% | +1,000+1.5% | Added |
| Captrust Financial Advisors | 61,596 | $3.85M | 0.03% | −217−0.4% | Reduced |
| Putnam Investments LLC | 59,590 | $3.72M | 0.01% | +400+0.7% | Added |
| Uniplan Investment Counsel, Inc. | 55,332 | $3.46M | 0.19% | −474−0.8% | Reduced |
| Royce & Associates LP | 50,005 | $3.13M | 0.02% | −12,566−20.1% | Reduced |
| Comerica Bank | 49,658 | $3.02M | 0.02% | −1,074−2.1% | Reduced |
| Acadian Asset Management LLC | 38,888 | $2.43M | 0.01% | −694−1.8% | Reduced |
| Goldman Sachs Group Inc | 33,411 | $2.09M | 0.00% | −223−0.7% | Reduced |
| Abacus Planning Group, Inc. | 32,894 | $2.06M | 0.55% | −487−1.5% | Reduced |
| Bank of New York Mellon Corp | 28,559 | $1.78M | 0.00% | −175−0.6% | Reduced |
| EAM Investors, LLC | 27,702 | $1.73M | 0.28% | +27,702 | New |
| Gamco Investors, Inc. Et Al | 27,205 | $1.70M | 0.01% | +305+1.1% | Added |
| American Century Companies Inc | 23,541 | $1.47M | 0.00% | +5,887+33.3% | Added |
| Nuveen Asset Management, LLC | 24,297 | $1.43M | 0.00% | −2,621−9.7% | Reduced |
| Barclays PLC | 20,339 | $1.27M | 0.00% | +5,994+41.8% | Added |
| Wells Fargo & Company | 19,001 | $1.19M | 0.00% | +4,551+31.5% | Added |
| Charles Schwab Investment Management Inc | 18,861 | $1.18M | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 18,382 | $1.15M | 0.01% | +170+0.9% | Added |
| Jacobs Levy Equity Management, Inc | 18,048 | $1.13M | 0.01% | −9,234−33.8% | Reduced |
| JPMorgan Chase & Co | 17,972 | $1.12M | 0.00% | +4,919+37.7% | Added |
| Greenwood Capital Associates LLC | 16,889 | $1.05M | 0.15% | +147+0.9% | Added |
| Parametric Portfolio Associates LLC | 16,377 | $1.02M | 0.00% | −119−0.7% | Reduced |
| Sheets Smith Wealth Management | 15,422 | $964.0K | 0.12% | +52+0.3% | Added |
| Royal Bank of Canada | 14,596 | $912.0K | 0.00% | +2,376+19.4% | Added |
| Allspring Global Investments Holdings, LLC | 13,559 | $847.0K | 0.00% | +13,559 | New |
| Russell Investments Group, Ltd. | 13,265 | $828.0K | 0.00% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 13,211 | $825.0K | 0.14% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 10,918 | $682.0K | 0.20% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 10,918 | $682.0K | 0.49% | 00.0% | Unchanged |
| Invesco Ltd. | 10,101 | $632.0K | 0.00% | −1,747−14.7% | Reduced |
| PL Capital Advisors, LLC | 10,000 | $625.0K | 0.15% | 00.0% | Unchanged |
| Sonen Capital LLC | 10,000 | $625.0K | 0.60% | +10,000 | New |
| Rhumbline Advisers | 9,635 | $602.0K | 0.00% | −55−0.6% | Reduced |
| Morgan Stanley | 9,109 | $570.0K | 0.00% | +247+2.8% | Added |
| IndexIQ Advisors LLC | 9,008 | $563.0K | 0.02% | −582−6.1% | Reduced |
| Raymond James & Associates | 8,372 | $523.0K | 0.00% | +1,962+30.6% | Added |
| Two Sigma Advisers, LP | 7,700 | $481.0K | 0.00% | +7,700 | New |
| Bank of America Corp | 6,788 | $424.0K | 0.00% | +1,514+28.7% | Added |
| New York State Common Retirement Fund | 6,254 | $391.0K | 0.00% | +4+0.1% | Added |
| Wagner Wealth Management, LLC | 6,256 | $391.0K | 0.30% | +1,960+45.6% | Added |
| Northwestern Mutual Wealth Management Co | 5,896 | $368.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 5,712 | $357.0K | 0.00% | +5,712 | New |
| Patton Albertson Miller Group, LLC | 5,637 | $352.0K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,073 | $317.0K | 0.04% | −115−2.2% | Reduced |
| Martingale Asset Management L P | 4,953 | $311.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,746 | $297.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,524 | $283.0K | 0.00% | +240+5.6% | Added |
| Foster Victor Wealth Advisors, LLC | 4,516 | $279.0K | 0.04% | +700+18.3% | Added |
| California State Teachers Retirement System | 4,044 | $253.0K | 0.00% | −167−4.0% | Reduced |
| Salzhauer Michael | 4,000 | $250.0K | 0.09% | 00.0% | Unchanged |
| American International Group, Inc. | 3,957 | $247.0K | 0.00% | −118−2.9% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 3,889 | $243.0K | 0.08% | +3,889 | New |
| Advisor Group Holdings, Inc. | 3,704 | $238.0K | 0.00% | +24+0.7% | Added |
| Signaturefd, LLC | 3,659 | $229.0K | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 3,672 | $229.0K | 0.00% | +3,672 | New |
| UBS Group AG | 3,620 | $226.0K | 0.00% | +3,349+1,235.8% | Added |
| PDT Partners, LLC | 3,553 | $222.0K | 0.02% | +3,553 | New |
| LPL Financial LLC | 3,458 | $216.0K | 0.00% | +3,458 | New |
| Voya Investment Management LLC | 3,389 | $212.0K | 0.00% | +3,389 | New |
| BNP Paribas Arbitrage, SA | 2,676 | $167.2K | 0.00% | +984+58.2% | Added |
| MetLife Investment Management | 2,130 | $133.1K | 0.00% | −1,304−38.0% | Reduced |
| SG Americas Securities, LLC | 1,934 | $121.0K | 0.00% | −2,272−54.0% | Reduced |
| Citigroup Inc | 1,802 | $113.0K | 0.00% | +951+111.8% | Added |
| Metropolitan Life Insurance Co | 1,662 | $103.9K | 0.00% | −723−30.3% | Reduced |
| Anchor Investment Management, LLC | 1,000 | $62.5K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,000 | $62.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 904 | $56.0K | 0.00% | −1,588−63.7% | Reduced |
| South State Corp. | 804 | $50.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 780 | $49.0K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 626 | $39.0K | 0.00% | −50−7.4% | Reduced |
| Brown Brothers Harriman & Co | 608 | $38.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 613 | $38.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 500 | $31.0K | 0.01% | +500 | New |
| TCI Wealth Advisors, Inc. | 189 | $12.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 197 | $12.0K | 0.00% | +197 | New |
| Tower Research Capital LLC (TRC) | 114 | $7.00K | 0.00% | −88−43.6% | Reduced |
| Carolinas Wealth Consulting LLC | 118 | $7.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 96 | $6.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 37 | $2.00K | 0.00% | 00.0% | Unchanged |