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, Q1 2022
Institutional positions in Southern First Bancshares Inc as of Mar 31, 2022. 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
- 107
- +5 vs. Q4 2021
- Shares held
- 6.30M
- −47.6K (−0.7%) vs. Q4 2021
- Total value
- $320.2M
- −$76.3M (−19.2%) vs. Q4 2021
- New holders
- 15
- 31 more added
- Sold out
- 10
- 31 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 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 |
| FMR LLC | 82 | $4.00K | 0.00% | +82 | New |
| Proequities, Inc. | 96 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 118 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 189 | $10.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 251 | $13.0K | 0.01% | +251 | New |
| Citigroup Inc | 345 | $18.0K | 0.00% | −1,457−80.9% | Reduced |
| Gemmer Asset Management LLC | 365 | $18.0K | 0.00% | +365 | New |
| Metropolitan Life Insurance Co | 476 | $24.2K | 0.00% | −1,186−71.4% | Reduced |
| Denali Advisors LLC | 500 | $25.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 608 | $31.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 613 | $31.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 616 | $31.0K | 0.00% | +502+440.4% | Added |
| Legal & General Group Plc | 626 | $32.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 780 | $40.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 804 | $41.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 904 | $46.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $50.8K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,000 | $51.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,002 | $51.0K | 0.00% | +1,002 | New |
| Amalgamated Financial Corp. | 1,002 | $51.0K | 0.00% | +1,002 | New |
| BNP Paribas Arbitrage, SA | 1,032 | $52.5K | 0.00% | −1,644−61.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,704 | $74.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,904 | $97.0K | 0.00% | −1,755−48.0% | Reduced |
| UBS Group AG | 1,914 | $98.0K | 0.00% | −1,706−47.1% | Reduced |
| California State Teachers Retirement System | 3,194 | $162.0K | 0.00% | −850−21.0% | Reduced |
| MetLife Investment Management | 3,316 | $168.6K | 0.00% | +1,186+55.7% | Added |
| American International Group, Inc. | 3,696 | $188.0K | 0.00% | −261−6.6% | Reduced |
| Salzhauer Michael | 4,000 | $203.0K | 0.09% | 00.0% | Unchanged |
| First Trust Advisors LP | 4,032 | $205.0K | 0.00% | +360+9.8% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 4,181 | $213.0K | 0.06% | +292+7.5% | Added |
| Deutsche Bank AG | 4,197 | $214.0K | 0.00% | −327−7.2% | Reduced |
| Janney Montgomery Scott LLC | 4,746 | $241.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 4,732 | $241.0K | 0.01% | +4,732 | New |
| Summit Global Investments | 5,000 | $254.0K | 0.02% | +5,000 | New |
| Martingale Asset Management L P | 5,053 | $257.0K | 0.00% | +100+2.0% | Added |
| Colonial Trust Advisors | 5,073 | $258.0K | 0.03% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,267 | $268.0K | 0.00% | −987−15.8% | Reduced |
| Citadel Advisors LLC | 5,274 | $268.0K | 0.00% | +5,274 | New |
| D. E. Shaw & Co., Inc. | 5,416 | $275.0K | 0.00% | +5,416 | New |
| Beacon Pointe Advisors, LLC | 5,541 | $282.0K | 0.00% | +5,541 | New |
| Bank of America Corp | 5,629 | $286.0K | 0.00% | −1,159−17.1% | Reduced |
| Patton Albertson Miller Group, LLC | 5,637 | $287.0K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,896 | $300.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 6,256 | $318.0K | 0.22% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,307 | $320.0K | 0.00% | −7,252−53.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 6,482 | $321.0K | 0.04% | +1,966+43.5% | Added |
| Wells Fargo & Company | 7,356 | $374.0K | 0.00% | −11,645−61.3% | Reduced |
| Rhumbline Advisers | 8,990 | $457.0K | 0.00% | −645−6.7% | Reduced |
| Morgan Stanley | 9,369 | $477.0K | 0.00% | +260+2.9% | Added |
| Sonen Capital LLC | 10,000 | $508.0K | 0.61% | 00.0% | Unchanged |
| PL Capital Advisors, LLC | 10,000 | $508.0K | 0.13% | 00.0% | Unchanged |
| Invesco Ltd. | 10,441 | $531.0K | 0.00% | +340+3.4% | Added |
| Mendon Capital Advisors Corp | 10,918 | $555.0K | 0.18% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 10,918 | $555.0K | 0.38% | 00.0% | Unchanged |
| Reynolds Investment Management, Inc. | 12,107 | $616.0K | 0.18% | +12,107 | New |
| Greenwood Capital Associates LLC | 12,286 | $625.0K | 0.16% | −4,603−27.3% | Reduced |
| Barclays PLC | 12,512 | $636.0K | 0.00% | −7,827−38.5% | Reduced |
| JPMorgan Chase & Co | 12,500 | $637.0K | 0.00% | −5,472−30.4% | Reduced |
| Godsey & Gibb Associates | 13,800 | $702.0K | 0.27% | +13,800 | New |
| Sheets Smith Wealth Management | 15,422 | $784.0K | 0.11% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 16,041 | $816.0K | 0.00% | −336−2.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 16,207 | $824.0K | 0.01% | −1,841−10.2% | Reduced |
| Russell Investments Group, Ltd. | 16,234 | $824.0K | 0.00% | +2,969+22.4% | Added |
| Two Sigma Advisers, LP | 17,300 | $880.0K | 0.00% | +9,600+124.7% | Added |
| Two Sigma Investments, LP | 18,146 | $923.0K | 0.00% | +12,434+217.7% | Added |
| Millennium Management LLC | 19,306 | $982.0K | 0.00% | +19,306 | New |
| Charles Schwab Investment Management Inc | 19,362 | $985.0K | 0.00% | +501+2.7% | Added |
| Panagora Asset Management Inc | 19,399 | $986.0K | 0.01% | +1,017+5.5% | Added |
| Maltese Capital Management LLC | 25,000 | $1.27M | 0.24% | +11,789+89.2% | Added |
| Nuveen Asset Management, LLC | 24,570 | $1.31M | 0.00% | +273+1.1% | Added |
| Gamco Investors, Inc. Et Al | 27,205 | $1.38M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 29,183 | $1.44M | 0.01% | −20,475−41.2% | Reduced |
| Bank of New York Mellon Corp | 29,203 | $1.49M | 0.00% | +644+2.3% | Added |
| American Century Companies Inc | 30,285 | $1.54M | 0.00% | +6,744+28.6% | Added |
| Assenagon Asset Management S.A. | 31,765 | $1.61M | 0.01% | +31,765 | New |
| Abacus Planning Group, Inc. | 32,894 | $1.67M | 0.45% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 37,795 | $1.92M | 0.01% | −1,093−2.8% | Reduced |
| Goldman Sachs Group Inc | 42,521 | $2.16M | 0.00% | +9,110+27.3% | Added |
| Monarch Partners Asset Management LLC | 54,811 | $2.79M | 0.62% | −21,405−28.1% | Reduced |
| Uniplan Investment Counsel, Inc. | 55,533 | $2.82M | 0.17% | +201+0.4% | Added |
| Royal Bank of Canada | 56,867 | $2.89M | 0.00% | +42,271+289.6% | Added |
| Captrust Financial Advisors | 61,563 | $3.13M | 0.02% | −33−0.1% | Reduced |
| Putnam Investments LLC | 62,603 | $3.18M | 0.00% | +3,013+5.1% | Added |
| Teton Advisors, Inc. | 67,010 | $3.41M | 0.59% | +1,000+1.5% | Added |
| Northern Trust Corp | 74,347 | $3.78M | 0.00% | −2,687−3.5% | Reduced |
| Wedge Capital Management L L P | 100,597 | $5.11M | 0.07% | −61,927−38.1% | Reduced |
| SeaCrest Wealth Management, LLC | 106,286 | $5.40M | 0.62% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 118,607 | $6.03M | 0.01% | +21,600+22.3% | Added |
| River Oaks Capital LLC | 122,100 | $6.21M | 6.03% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 127,256 | $6.47M | 0.00% | +2,498+2.0% | Added |
| State Street Corp | 151,867 | $7.72M | 0.00% | −2,799−1.8% | Reduced |
| Alliancebernstein L.P. | 153,480 | $7.80M | 0.00% | +3,300+2.2% | Added |
| Stieven Capital Advisors, L.P. | 165,642 | $8.42M | 1.12% | −2,500−1.5% | Reduced |
| EJF Capital LLC | 195,628 | $9.95M | 1.07% | +23,511+13.7% | Added |
| Ameriprise Financial Inc | 201,921 | $10.3M | 0.00% | +10,255+5.4% | Added |
| Wellington Management Group LLP | 226,015 | $11.5M | 0.00% | −22,658−9.1% | Reduced |
| Dimensional Fund Advisors LP | 288,523 | $14.7M | 0.00% | +2,676+0.9% | Added |