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, Q2 2022
Institutional positions in Southern First Bancshares Inc as of Jun 30, 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
- 103
- 0 vs. Q1 2022
- Shares held
- 6.31M
- +44.1K (+0.7%) vs. Q1 2022
- Total value
- $275.2M
- −$43.3M (−13.6%) vs. Q1 2022
- New holders
- 10
- 33 more added
- Sold out
- 10
- 31 more reduced
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Credit Suisse AG | 8 | $0 | 0.00% | +8 | New |
| Proequities, Inc. | 96 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 90 | $4.00K | 0.00% | +87+2,900.0% | Added |
| Carolinas Wealth Consulting LLC | 118 | $5.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 143 | $6.00K | 0.00% | +61+74.4% | Added |
| TCI Wealth Advisors, Inc. | 189 | $8.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 264 | $12.0K | 0.00% | +264 | New |
| Allspring Global Investments Holdings, LLC | 372 | $16.0K | 0.00% | −5,935−94.1% | Reduced |
| UBS Group AG | 393 | $17.0K | 0.00% | −1,521−79.5% | Reduced |
| Metropolitan Life Insurance Co | 476 | $20.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 438 | $22.0K | 0.00% | +438 | New |
| Citigroup Inc | 548 | $24.0K | 0.00% | +203+58.8% | Added |
| Ameritas Investment Partners, Inc. | 613 | $26.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 608 | $27.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 660 | $29.0K | 0.00% | +34+5.4% | Added |
| South State Corp. | 804 | $35.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 794 | $35.0K | 0.00% | +178+28.9% | Added |
| FinTrust Capital Advisors, LLC | 780 | $36.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 904 | $39.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 954 | $42.0K | 0.00% | −48−4.8% | Reduced |
| Anchor Investment Management, LLC | 1,000 | $43.6K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,000 | $44.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,054 | $46.0K | 0.00% | −6,302−85.7% | Reduced |
| BNP Paribas Arbitrage, SA | 1,862 | $81.2K | 0.00% | +830+80.4% | Added |
| Signaturefd, LLC | 1,904 | $83.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,764 | $120.0K | 0.00% | −2,865−50.9% | Reduced |
| SG Americas Securities, LLC | 3,029 | $132.0K | 0.00% | +3,029 | New |
| California State Teachers Retirement System | 3,241 | $141.0K | 0.00% | +47+1.5% | Added |
| MetLife Investment Management | 3,316 | $144.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,540 | $154.0K | 0.00% | −657−15.7% | Reduced |
| American International Group, Inc. | 3,547 | $155.0K | 0.00% | −149−4.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,704 | $164.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,746 | $207.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 5,060 | $221.0K | 0.00% | −356−6.6% | Reduced |
| Colonial Trust Advisors | 5,073 | $221.0K | 0.03% | 00.0% | Unchanged |
| Martingale Asset Management L P | 5,053 | $221.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,249 | $229.0K | 0.00% | −18−0.3% | Reduced |
| Patton Albertson Miller Group, LLC | 5,637 | $246.0K | 0.05% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 5,671 | $247.0K | 0.20% | −585−9.4% | Reduced |
| Salzhauer Michael | 5,660 | $247.0K | 0.15% | +1,660+41.5% | Added |
| Northwestern Mutual Wealth Management Co | 5,896 | $257.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,100 | $266.0K | 0.00% | +6,100 | New |
| Summit Global Investments | 6,500 | $283.0K | 0.02% | +1,500+30.0% | Added |
| State of Wisconsin Investment Board | 6,600 | $288.0K | 0.00% | +6,600 | New |
| Foster Victor Wealth Advisors, LLC | 6,696 | $294.0K | 0.04% | +214+3.3% | Added |
| Penn Capital Management Co Inc | 6,939 | $302.0K | 0.03% | +6,939 | New |
| Bailard, Inc. | 7,300 | $318.0K | 0.01% | +7,300 | New |
| Jacobs Levy Equity Management, Inc | 9,156 | $399.0K | 0.00% | −7,051−43.5% | Reduced |
| Sonen Capital LLC | 10,000 | $436.0K | 0.62% | 00.0% | Unchanged |
| PL Capital Advisors, LLC | 10,000 | $436.0K | 0.13% | 00.0% | Unchanged |
| Fourthstone LLC | 10,484 | $457.0K | 0.18% | +10,484 | New |
| Rhumbline Advisers | 10,870 | $474.0K | 0.00% | +1,880+20.9% | Added |
| ELCO Management Co., LLC | 10,918 | $476.0K | 0.39% | 00.0% | Unchanged |
| Reynolds Investment Management, Inc. | 12,097 | $527.0K | 0.19% | −10−0.1% | Reduced |
| Millennium Management LLC | 12,152 | $530.0K | 0.00% | −7,154−37.1% | Reduced |
| Greenwood Capital Associates LLC | 12,217 | $533.0K | 0.09% | −69−0.6% | Reduced |
| Invesco Ltd. | 13,322 | $581.0K | 0.00% | +2,881+27.6% | Added |
| Barclays PLC | 13,353 | $582.0K | 0.00% | +841+6.7% | Added |
| Two Sigma Investments, LP | 14,950 | $652.0K | 0.00% | −3,196−17.6% | Reduced |
| Sheets Smith Wealth Management | 15,422 | $672.0K | 0.11% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 16,234 | $707.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 16,264 | $709.0K | 0.00% | +10,990+208.4% | Added |
| Two Sigma Advisers, LP | 17,000 | $741.0K | 0.00% | −300−1.7% | Reduced |
| Panagora Asset Management Inc | 17,551 | $765.0K | 0.01% | −1,848−9.5% | Reduced |
| Charles Schwab Investment Management Inc | 19,623 | $856.0K | 0.00% | +261+1.3% | Added |
| Nuveen Asset Management, LLC | 24,224 | $1.06M | 0.00% | −346−1.4% | Reduced |
| Maltese Capital Management LLC | 25,000 | $1.09M | 0.23% | 00.0% | Unchanged |
| Morgan Stanley | 25,154 | $1.10M | 0.00% | +15,785+168.5% | Added |
| Bank of New York Mellon Corp | 26,373 | $1.15M | 0.00% | −2,830−9.7% | Reduced |
| Assenagon Asset Management S.A. | 28,260 | $1.23M | 0.01% | −3,505−11.0% | Reduced |
| Gamco Investors, Inc. Et Al | 28,705 | $1.25M | 0.01% | +1,500+5.5% | Added |
| Comerica Bank | 29,132 | $1.36M | 0.01% | −51−0.2% | Reduced |
| Abacus Planning Group, Inc. | 32,894 | $1.43M | 0.42% | 00.0% | Unchanged |
| Monarch Partners Asset Management LLC | 34,596 | $1.51M | 0.42% | −20,215−36.9% | Reduced |
| Acadian Asset Management LLC | 37,795 | $1.65M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 37,887 | $1.65M | 0.00% | +7,602+25.1% | Added |
| Putnam Investments LLC | 45,801 | $2.00M | 0.00% | −16,802−26.8% | Reduced |
| JPMorgan Chase & Co | 46,558 | $2.03M | 0.00% | +34,058+272.5% | Added |
| Goldman Sachs Group Inc | 48,999 | $2.14M | 0.00% | +6,478+15.2% | Added |
| Royal Bank of Canada | 57,950 | $2.53M | 0.00% | +1,083+1.9% | Added |
| Captrust Financial Advisors | 63,975 | $2.79M | 0.02% | +2,412+3.9% | Added |
| Teton Advisors, Inc. | 72,010 | $3.14M | 0.66% | +5,000+7.5% | Added |
| Northern Trust Corp | 73,482 | $3.20M | 0.00% | −865−1.2% | Reduced |
| Bridgeway Capital Management, LLC | 74,545 | $3.25M | 0.07% | +74,545 | New |
| Wedge Capital Management L L P | 99,602 | $4.34M | 0.07% | −995−1.0% | Reduced |
| SeaCrest Wealth Management, LLC | 106,286 | $4.63M | 0.58% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 110,546 | $4.82M | 0.01% | −8,061−6.8% | Reduced |
| River Oaks Capital LLC | 122,100 | $5.32M | 5.71% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 130,875 | $5.70M | 0.00% | +3,619+2.8% | Added |
| State Street Corp | 150,132 | $6.54M | 0.00% | −1,735−1.1% | Reduced |
| Alliancebernstein L.P. | 166,227 | $7.25M | 0.00% | +12,747+8.3% | Added |
| Stieven Capital Advisors, L.P. | 167,542 | $7.30M | 1.15% | +1,900+1.1% | Added |
| EJF Capital LLC | 171,718 | $7.49M | 1.26% | −23,910−12.2% | Reduced |
| Ameriprise Financial Inc | 194,554 | $8.48M | 0.00% | −7,367−3.6% | Reduced |
| Wellington Management Group LLP | 232,415 | $10.1M | 0.00% | +6,400+2.8% | Added |
| Dimensional Fund Advisors LP | 294,290 | $12.8M | 0.00% | +5,767+2.0% | Added |
| Banc Funds Co LLC | 348,324 | $15.2M | 1.37% | +15,810+4.8% | Added |
| Endeavour Capital Advisors Inc | 366,609 | $16.0M | 3.08% | +18,548+5.3% | Added |
| Vanguard Group Inc | 373,690 | $16.3M | 0.00% | +9,836+2.7% | Added |
| Manufacturers Life Insurance Company, The | 402,477 | $17.5M | 0.01% | −3,907−1.0% | Reduced |