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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 3 | $0 | 0.00% | +3 | New |
| Lindbrook Capital, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 96 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| TCI Wealth Advisors, Inc. | 189 | $12.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 197 | $12.0K | 0.00% | +197 | New |
| Denali Advisors LLC | 500 | $31.0K | 0.01% | +500 | New |
| Brown Brothers Harriman & Co | 608 | $38.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 613 | $38.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 626 | $39.0K | 0.00% | −50−7.4% | Reduced |
| FinTrust Capital Advisors, LLC | 780 | $49.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 804 | $50.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 904 | $56.0K | 0.00% | −1,588−63.7% | Reduced |
| Bessemer Group Inc | 1,000 | $62.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $62.5K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,662 | $103.9K | 0.00% | −723−30.3% | Reduced |
| Citigroup Inc | 1,802 | $113.0K | 0.00% | +951+111.8% | Added |
| SG Americas Securities, LLC | 1,934 | $121.0K | 0.00% | −2,272−54.0% | Reduced |
| MetLife Investment Management | 2,130 | $133.1K | 0.00% | −1,304−38.0% | Reduced |
| BNP Paribas Arbitrage, SA | 2,676 | $167.2K | 0.00% | +984+58.2% | Added |
| Voya Investment Management LLC | 3,389 | $212.0K | 0.00% | +3,389 | New |
| LPL Financial LLC | 3,458 | $216.0K | 0.00% | +3,458 | New |
| PDT Partners, LLC | 3,553 | $222.0K | 0.02% | +3,553 | New |
| UBS Group AG | 3,620 | $226.0K | 0.00% | +3,349+1,235.8% | 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 |
| Advisor Group Holdings, Inc. | 3,704 | $238.0K | 0.00% | +24+0.7% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 3,889 | $243.0K | 0.08% | +3,889 | New |
| American International Group, Inc. | 3,957 | $247.0K | 0.00% | −118−2.9% | Reduced |
| Salzhauer Michael | 4,000 | $250.0K | 0.09% | 00.0% | Unchanged |
| California State Teachers Retirement System | 4,044 | $253.0K | 0.00% | −167−4.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 4,516 | $279.0K | 0.04% | +700+18.3% | Added |
| Deutsche Bank AG | 4,524 | $283.0K | 0.00% | +240+5.6% | Added |
| Janney Montgomery Scott LLC | 4,746 | $297.0K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 4,953 | $311.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,073 | $317.0K | 0.04% | −115−2.2% | Reduced |
| Patton Albertson Miller Group, LLC | 5,637 | $352.0K | 0.06% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 5,712 | $357.0K | 0.00% | +5,712 | New |
| Northwestern Mutual Wealth Management Co | 5,896 | $368.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bank of America Corp | 6,788 | $424.0K | 0.00% | +1,514+28.7% | Added |
| Two Sigma Advisers, LP | 7,700 | $481.0K | 0.00% | +7,700 | New |
| Raymond James & Associates | 8,372 | $523.0K | 0.00% | +1,962+30.6% | Added |
| IndexIQ Advisors LLC | 9,008 | $563.0K | 0.02% | −582−6.1% | Reduced |
| Morgan Stanley | 9,109 | $570.0K | 0.00% | +247+2.8% | Added |
| Rhumbline Advisers | 9,635 | $602.0K | 0.00% | −55−0.6% | 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 |
| Invesco Ltd. | 10,101 | $632.0K | 0.00% | −1,747−14.7% | Reduced |
| 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 |
| Maltese Capital Management LLC | 13,211 | $825.0K | 0.14% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 13,265 | $828.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 13,559 | $847.0K | 0.00% | +13,559 | New |
| Royal Bank of Canada | 14,596 | $912.0K | 0.00% | +2,376+19.4% | Added |
| Sheets Smith Wealth Management | 15,422 | $964.0K | 0.12% | +52+0.3% | Added |
| Parametric Portfolio Associates LLC | 16,377 | $1.02M | 0.00% | −119−0.7% | Reduced |
| Greenwood Capital Associates LLC | 16,889 | $1.05M | 0.15% | +147+0.9% | Added |
| JPMorgan Chase & Co | 17,972 | $1.12M | 0.00% | +4,919+37.7% | Added |
| Jacobs Levy Equity Management, Inc | 18,048 | $1.13M | 0.01% | −9,234−33.8% | Reduced |
| Panagora Asset Management Inc | 18,382 | $1.15M | 0.01% | +170+0.9% | Added |
| Charles Schwab Investment Management Inc | 18,861 | $1.18M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 19,001 | $1.19M | 0.00% | +4,551+31.5% | Added |
| Barclays PLC | 20,339 | $1.27M | 0.00% | +5,994+41.8% | Added |
| Nuveen Asset Management, LLC | 24,297 | $1.43M | 0.00% | −2,621−9.7% | Reduced |
| American Century Companies Inc | 23,541 | $1.47M | 0.00% | +5,887+33.3% | Added |
| Gamco Investors, Inc. Et Al | 27,205 | $1.70M | 0.01% | +305+1.1% | Added |
| EAM Investors, LLC | 27,702 | $1.73M | 0.28% | +27,702 | New |
| Bank of New York Mellon Corp | 28,559 | $1.78M | 0.00% | −175−0.6% | Reduced |
| Abacus Planning Group, Inc. | 32,894 | $2.06M | 0.55% | −487−1.5% | Reduced |
| Goldman Sachs Group Inc | 33,411 | $2.09M | 0.00% | −223−0.7% | Reduced |
| Acadian Asset Management LLC | 38,888 | $2.43M | 0.01% | −694−1.8% | Reduced |
| Comerica Bank | 49,658 | $3.02M | 0.02% | −1,074−2.1% | Reduced |
| Royce & Associates LP | 50,005 | $3.13M | 0.02% | −12,566−20.1% | Reduced |
| Uniplan Investment Counsel, Inc. | 55,332 | $3.46M | 0.19% | −474−0.8% | Reduced |
| Putnam Investments LLC | 59,590 | $3.72M | 0.01% | +400+0.7% | Added |
| Captrust Financial Advisors | 61,596 | $3.85M | 0.03% | −217−0.4% | Reduced |
| Teton Advisors, Inc. | 66,010 | $4.13M | 0.59% | +1,000+1.5% | Added |
| Monarch Partners Asset Management LLC | 76,216 | $4.76M | 0.97% | +6,473+9.3% | Added |
| Northern Trust Corp | 77,034 | $4.81M | 0.00% | −1,630−2.1% | Reduced |
| Renaissance Technologies LLC | 97,007 | $6.06M | 0.01% | −11,800−10.8% | Reduced |
| SeaCrest Wealth Management, LLC | 106,286 | $6.64M | 0.73% | 00.0% | Unchanged |
| River Oaks Capital LLC | 122,100 | $7.63M | 7.06% | +122,100 | New |
| Geode Capital Management, LLC | 124,758 | $7.80M | 0.00% | −126−0.1% | Reduced |
| Alliancebernstein L.P. | 150,180 | $9.38M | 0.00% | 00.0% | Unchanged |
| State Street Corp | 154,666 | $9.66M | 0.00% | +1,588+1.0% | Added |
| Wedge Capital Management L L P | 162,524 | $10.2M | 0.13% | −12,981−7.4% | Reduced |
| Stieven Capital Advisors, L.P. | 168,142 | $10.5M | 1.26% | −500−0.3% | Reduced |
| EJF Capital LLC | 172,117 | $10.8M | 0.96% | +23,298+15.7% | Added |
| Ameriprise Financial Inc | 191,666 | $12.0M | 0.00% | −5,712−2.9% | Reduced |
| Wellington Management Group LLP | 248,673 | $15.5M | 0.00% | −21,879−8.1% | Reduced |
| Dimensional Fund Advisors LP | 285,847 | $17.9M | 0.01% | −2,873−1.0% | Reduced |
| Endeavour Capital Advisors Inc | 315,416 | $19.7M | 2.77% | 00.0% | Unchanged |
| Banc Funds Co LLC | 348,552 | $21.8M | 1.64% | −44,534−11.3% | Reduced |
| Vanguard Group Inc | 360,645 | $22.5M | 0.00% | −23,013−6.0% | Reduced |
| Manufacturers Life Insurance Company, The | 405,220 | $25.3M | 0.02% | +4,474+1.1% | Added |
| BlackRock Inc. | 516,946 | $32.3M | 0.00% | +83,480+19.3% | Added |