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 2022
Institutional positions in Southern First Bancshares Inc as of Sep 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
- 100
- −2 vs. Q2 2022
- Shares held
- 6.32M
- +20.4K (+0.3%) vs. Q2 2022
- Total value
- $263.3M
- −$11.4M (−4.1%) vs. Q2 2022
- New holders
- 5
- 34 more added
- Sold out
- 7
- 34 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | +5 | New |
| Allspring Global Investments Holdings, LLC | 32 | $1.00K | 0.00% | −340−91.4% | Reduced |
| Credit Suisse AG | 42 | $2.00K | 0.00% | +34+425.0% | Added |
| Crewe Advisors LLC | 43 | $2.00K | 0.00% | +43 | New |
| Colonial Trust Co | 55 | $2.00K | 0.00% | +55 | New |
| CWM, LLC | 76 | $3.00K | 0.00% | −14−15.6% | Reduced |
| Proequities, Inc. | 96 | $4.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 116 | $5.00K | 0.00% | −432−78.8% | Reduced |
| Carolinas Wealth Consulting LLC | 118 | $5.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 161 | $7.00K | 0.00% | +18+12.6% | Added |
| TCI Wealth Advisors, Inc. | 189 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 438 | $19.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 476 | $19.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 497 | $21.0K | 0.00% | −297−37.4% | Reduced |
| Brown Brothers Harriman & Co | 608 | $25.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 613 | $25.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 660 | $27.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 681 | $29.0K | 0.00% | −373−35.4% | Reduced |
| South State Corp. | 804 | $33.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 780 | $34.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 905 | $37.0K | 0.00% | +512+130.3% | Added |
| Public Employees Retirement System of Ohio | 904 | $38.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 954 | $40.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $41.7K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,000 | $42.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,904 | $79.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,284 | $95.2K | 0.00% | +422+22.7% | Added |
| SG Americas Securities, LLC | 2,758 | $115.0K | 0.00% | −271−8.9% | Reduced |
| California State Teachers Retirement System | 2,991 | $125.0K | 0.00% | −250−7.7% | Reduced |
| Deutsche Bank AG | 3,037 | $127.0K | 0.00% | −503−14.2% | Reduced |
| MetLife Investment Management | 3,221 | $134.2K | 0.00% | −95−2.9% | Reduced |
| American International Group, Inc. | 3,598 | $150.0K | 0.00% | +51+1.4% | Added |
| Advisor Group Holdings, Inc. | 4,276 | $178.0K | 0.00% | +572+15.4% | Added |
| Maltese Capital Management LLC | 5,000 | $208.0K | 0.05% | −20,000−80.0% | Reduced |
| Martingale Asset Management L P | 5,053 | $211.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,073 | $211.0K | 0.03% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,266 | $219.0K | 0.00% | +17+0.3% | Added |
| Wagner Wealth Management, LLC | 5,556 | $231.0K | 0.17% | −115−2.0% | Reduced |
| Patton Albertson Miller Group, LLC | 5,637 | $235.0K | 0.05% | 00.0% | Unchanged |
| Salzhauer Michael | 5,660 | $236.0K | 0.15% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,896 | $246.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,100 | $254.0K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 6,500 | $271.0K | 0.03% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 6,936 | $297.0K | 0.04% | +240+3.6% | Added |
| Jacobs Levy Equity Management, Inc | 8,952 | $373.0K | 0.00% | −204−2.2% | Reduced |
| State of Wisconsin Investment Board | 9,409 | $392.0K | 0.00% | +2,809+42.6% | Added |
| Citadel Advisors LLC | 10,821 | $451.0K | 0.00% | −5,443−33.5% | Reduced |
| ELCO Management Co., LLC | 10,918 | $455.0K | 0.36% | 00.0% | Unchanged |
| Invesco Ltd. | 11,014 | $459.0K | 0.00% | −2,308−17.3% | Reduced |
| Rhumbline Advisers | 11,550 | $481.0K | 0.00% | +680+6.3% | Added |
| Bank of America Corp | 11,849 | $494.0K | 0.00% | +9,085+328.7% | Added |
| Greenwood Capital Associates LLC | 12,056 | $502.0K | 0.09% | −161−1.3% | Reduced |
| Sonen Capital LLC | 13,000 | $542.0K | 0.88% | +3,000+30.0% | Added |
| PL Capital Advisors, LLC | 13,000 | $542.0K | 0.16% | +3,000+30.0% | Added |
| Barclays PLC | 14,510 | $604.0K | 0.00% | +1,157+8.7% | Added |
| Sheets Smith Wealth Management | 15,172 | $632.0K | 0.11% | −250−1.6% | Reduced |
| Russell Investments Group, Ltd. | 16,234 | $675.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 17,437 | $726.0K | 0.01% | −114−0.6% | Reduced |
| Two Sigma Investments, LP | 17,727 | $739.0K | 0.00% | +2,777+18.6% | Added |
| Charles Schwab Investment Management Inc | 19,598 | $817.0K | 0.00% | −25−0.1% | Reduced |
| Assenagon Asset Management S.A. | 20,206 | $842.0K | 0.00% | −8,054−28.5% | Reduced |
| Two Sigma Advisers, LP | 21,600 | $900.0K | 0.00% | +4,600+27.1% | Added |
| Nuveen Asset Management, LLC | 23,795 | $992.0K | 0.00% | −429−1.8% | Reduced |
| Gamco Investors, Inc. Et Al | 28,705 | $1.20M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 28,685 | $1.20M | 0.01% | −447−1.5% | Reduced |
| Bank of New York Mellon Corp | 28,806 | $1.20M | 0.00% | +2,433+9.2% | Added |
| Morgan Stanley | 31,783 | $1.32M | 0.00% | +6,629+26.4% | Added |
| Abacus Planning Group, Inc. | 33,519 | $1.40M | 0.42% | +625+1.9% | Added |
| Monarch Partners Asset Management LLC | 34,596 | $1.44M | 0.43% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 38,084 | $1.58M | 0.01% | +289+0.8% | Added |
| JPMorgan Chase & Co | 40,836 | $1.70M | 0.00% | −5,722−12.3% | Reduced |
| American Century Companies Inc | 41,522 | $1.73M | 0.00% | +3,635+9.6% | Added |
| Putnam Investments LLC | 45,501 | $1.90M | 0.00% | −300−0.7% | Reduced |
| Penn Capital Management Co Inc | 52,621 | $2.19M | 0.24% | +45,682+658.3% | Added |
| Royal Bank of Canada | 54,297 | $2.26M | 0.00% | −3,653−6.3% | Reduced |
| Goldman Sachs Group Inc | 55,179 | $2.30M | 0.00% | +6,180+12.6% | Added |
| Petiole USA ltd | 67,821 | $2.83M | 2.10% | +67,821 | New |
| Northern Trust Corp | 73,327 | $3.06M | 0.00% | −155−0.2% | Reduced |
| Captrust Financial Advisors | 74,432 | $3.10M | 0.02% | +10,457+16.3% | Added |
| Bridgeway Capital Management, LLC | 74,545 | $3.11M | 0.08% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 75,010 | $3.13M | 0.76% | +3,000+4.2% | Added |
| Wedge Capital Management L L P | 95,651 | $3.98M | 0.07% | −3,951−4.0% | Reduced |
| Renaissance Technologies LLC | 97,207 | $4.05M | 0.01% | −13,339−12.1% | Reduced |
| SeaCrest Wealth Management, LLC | 106,929 | $4.46M | 0.68% | +643+0.6% | Added |
| River Oaks Capital LLC | 113,800 | $4.74M | 5.18% | −8,300−6.8% | Reduced |
| Geode Capital Management, LLC | 131,077 | $5.46M | 0.00% | +202+0.2% | Added |
| State Street Corp | 149,005 | $6.21M | 0.00% | −1,127−0.8% | Reduced |
| EJF Capital LLC | 162,487 | $6.77M | 1.33% | −9,231−5.4% | Reduced |
| Wellington Management Group LLP | 165,015 | $6.88M | 0.00% | −67,400−29.0% | Reduced |
| Stieven Capital Advisors, L.P. | 167,442 | $6.98M | 1.14% | −100−0.1% | Reduced |
| Alliancebernstein L.P. | 173,247 | $7.22M | 0.00% | +7,020+4.2% | Added |
| Ameriprise Financial Inc | 205,266 | $8.55M | 0.00% | +10,712+5.5% | Added |
| Dimensional Fund Advisors LP | 308,568 | $12.9M | 0.00% | +14,278+4.9% | Added |
| FJ Capital Management LLC | 329,000 | $13.7M | 1.66% | −197,000−37.5% | Reduced |
| Vanguard Group Inc | 380,916 | $15.9M | 0.00% | +7,226+1.9% | Added |
| Manufacturers Life Insurance Company, The | 389,750 | $16.2M | 0.01% | −12,727−3.2% | Reduced |
| Banc Funds Co LLC | 427,153 | $17.8M | 1.64% | +78,829+22.6% | Added |
| Endeavour Capital Advisors Inc | 428,707 | $17.9M | 4.13% | +62,098+16.9% | Added |
| BlackRock Inc. | 550,609 | $22.9M | 0.00% | +30,919+5.9% | Added |
| T. Rowe Price Investment Management, Inc. | 681,675 | $28.4M | 0.02% | +681,675 | New |