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 2022
Institutional positions in Southern First Bancshares Inc as of Dec 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
- 100
- 0 vs. Q3 2022
- Shares held
- 6.37M
- +51.9K (+0.8%) vs. Q3 2022
- Total value
- $291.4M
- +$28.1M (+10.7%) vs. Q3 2022
- New holders
- 7
- 37 more added
- Sold out
- 7
- 27 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | +2+40.0% | Added |
| Tfo-TDC, LLC | 3 | $229 | 0.00% | +3 | New |
| Allspring Global Investments Holdings, LLC | 31 | $1.42K | 0.00% | −1−3.1% | Reduced |
| Citigroup Inc | 53 | $2.42K | 0.00% | −63−54.3% | Reduced |
| Colonial Trust Co | 55 | $2.54K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 76 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 96 | $4.39K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 118 | $5.40K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 189 | $8.65K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 208 | $9.52K | 0.00% | +47+29.2% | Added |
| Ronald Blue Trust, Inc. | 438 | $18.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 438 | $20.0K | 0.00% | +438 | New |
| Metropolitan Life Insurance Co | 476 | $21.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 494 | $23.0K | 0.00% | −3−0.6% | Reduced |
| Ameritas Investment Partners, Inc. | 613 | $26.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 608 | $27.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 662 | $30.3K | 0.00% | −19−2.8% | Reduced |
| Legal & General Group Plc | 736 | $33.7K | 0.00% | +76+11.5% | Added |
| Public Employees Retirement System of Ohio | 737 | $34.0K | 0.00% | −167−18.5% | Reduced |
| FinTrust Capital Advisors, LLC | 780 | $35.7K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 804 | $36.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 954 | $44.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 976 | $44.7K | 0.00% | −1,308−57.3% | Reduced |
| Anchor Investment Management, LLC | 1,000 | $45.8K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,904 | $87.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,741 | $125.4K | 0.00% | +1,836+202.9% | Added |
| SG Americas Securities, LLC | 3,002 | $137.0K | 0.00% | +244+8.8% | Added |
| California State Teachers Retirement System | 3,025 | $138.4K | 0.00% | +34+1.1% | Added |
| Deutsche Bank AG | 3,087 | $141.2K | 0.00% | +50+1.6% | Added |
| American International Group, Inc. | 3,585 | $164.0K | 0.00% | −13−0.4% | Reduced |
| MetLife Investment Management | 3,760 | $172.0K | 0.00% | +539+16.7% | Added |
| Advisor Group Holdings, Inc. | 4,276 | $195.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,746 | $217.0K | 0.00% | +4,746 | New |
| Martingale Asset Management L P | 5,053 | $231.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,073 | $232.1K | 0.03% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,262 | $240.7K | 0.00% | −4−0.1% | Reduced |
| Wagner Wealth Management, LLC | 5,631 | $257.6K | 0.16% | +75+1.3% | Added |
| Patton Albertson Miller Group, LLC | 5,637 | $257.9K | 0.05% | 00.0% | Unchanged |
| Salzhauer Michael | 5,660 | $258.9K | 0.16% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,965 | $272.9K | 0.00% | +69+1.2% | Added |
| Gsa Capital Partners LLP | 6,007 | $275.0K | 0.03% | +6,007 | New |
| GWM Advisors LLC | 6,325 | $289.4K | 0.01% | +225+3.7% | Added |
| Foster Victor Wealth Advisors, LLC | 6,536 | $291.4K | 0.04% | −400−5.8% | Reduced |
| First Trust Advisors LP | 6,526 | $298.6K | 0.00% | +6,526 | New |
| Jacobs Levy Equity Management, Inc | 9,106 | $416.6K | 0.00% | +154+1.7% | Added |
| ELCO Management Co., LLC | 10,796 | $493.9K | 0.37% | −122−1.1% | Reduced |
| Greenwood Capital Associates LLC | 11,076 | $506.7K | 0.08% | −980−8.1% | Reduced |
| State of Wisconsin Investment Board | 12,700 | $581.0K | 0.00% | +3,291+35.0% | Added |
| Panagora Asset Management Inc | 12,787 | $585.0K | 0.00% | −4,650−26.7% | Reduced |
| Sonen Capital LLC | 13,000 | $594.8K | 0.97% | 00.0% | Unchanged |
| PL Capital Advisors, LLC | 13,000 | $594.8K | 0.16% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 13,800 | $631.4K | 0.12% | +13,800 | New |
| Assenagon Asset Management S.A. | 14,875 | $681.0K | 0.00% | −5,331−26.4% | Reduced |
| Sheets Smith Wealth Management | 15,172 | $694.1K | 0.11% | 00.0% | Unchanged |
| Rhumbline Advisers | 16,180 | $740.0K | 0.00% | +4,630+40.1% | Added |
| Russell Investments Group, Ltd. | 16,234 | $742.7K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 16,479 | $753.9K | 0.00% | +4,630+39.1% | Added |
| Barclays PLC | 16,869 | $771.8K | 0.00% | +2,359+16.3% | Added |
| Two Sigma Investments, LP | 19,669 | $899.9K | 0.00% | +1,942+11.0% | Added |
| Charles Schwab Investment Management Inc | 19,948 | $912.6K | 0.00% | +350+1.8% | Added |
| Nuveen Asset Management, LLC | 20,157 | $922.0K | 0.00% | −3,638−15.3% | Reduced |
| Invesco Ltd. | 20,736 | $948.7K | 0.00% | +9,722+88.3% | Added |
| Two Sigma Advisers, LP | 22,100 | $1.01M | 0.00% | +500+2.3% | Added |
| Comerica Bank | 29,984 | $1.30M | 0.01% | +1,299+4.5% | Added |
| Gamco Investors, Inc. Et Al | 28,705 | $1.31M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 31,313 | $1.43M | 0.00% | −470−1.5% | Reduced |
| Abacus Planning Group, Inc. | 32,881 | $1.50M | 0.41% | −638−1.9% | Reduced |
| Acadian Asset Management LLC | 35,446 | $1.62M | 0.01% | −2,638−6.9% | Reduced |
| Bank of New York Mellon Corp | 36,913 | $1.69M | 0.00% | +8,107+28.1% | Added |
| JPMorgan Chase & Co | 37,669 | $1.73M | 0.00% | −3,167−7.8% | Reduced |
| Putnam Investments LLC | 45,701 | $2.09M | 0.00% | +200+0.4% | Added |
| Penn Capital Management Co Inc | 51,175 | $2.34M | 0.24% | −1,446−2.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 51,309 | $2.35M | 0.01% | +51,309 | New |
| American Century Companies Inc | 52,201 | $2.39M | 0.00% | +10,679+25.7% | Added |
| Monarch Partners Asset Management LLC | 54,713 | $2.50M | 0.74% | +20,117+58.1% | Added |
| Royal Bank of Canada | 55,370 | $2.53M | 0.00% | +1,073+2.0% | Added |
| Goldman Sachs Group Inc | 55,352 | $2.53M | 0.00% | +173+0.3% | Added |
| Northern Trust Corp | 74,123 | $3.39M | 0.00% | +796+1.1% | Added |
| Bridgeway Capital Management, LLC | 74,545 | $3.41M | 0.09% | 00.0% | Unchanged |
| Captrust Financial Advisors | 74,659 | $3.42M | 0.02% | +227+0.3% | Added |
| Teton Advisors, Inc. | 75,010 | $3.43M | 0.88% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 90,902 | $4.16M | 0.01% | −6,305−6.5% | Reduced |
| Wedge Capital Management L L P | 92,833 | $4.25M | 0.07% | −2,818−2.9% | Reduced |
| River Oaks Capital LLC | 100,400 | $4.59M | 5.23% | −13,400−11.8% | Reduced |
| SeaCrest Wealth Management, LLC | 104,504 | $4.78M | 0.69% | −2,425−2.3% | Reduced |
| Geode Capital Management, LLC | 133,915 | $6.13M | 0.00% | +2,838+2.2% | Added |
| Alliancebernstein L.P. | 143,740 | $6.58M | 0.00% | −29,507−17.0% | Reduced |
| State Street Corp | 149,430 | $6.84M | 0.00% | +425+0.3% | Added |
| EJF Capital LLC | 155,519 | $7.11M | 2.23% | −6,968−4.3% | Reduced |
| Wellington Management Group LLP | 165,015 | $7.55M | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 209,443 | $9.58M | 0.00% | +4,177+2.0% | Added |
| FJ Capital Management LLC | 287,539 | $13.2M | 1.58% | −41,461−12.6% | Reduced |
| Dimensional Fund Advisors LP | 317,258 | $14.5M | 0.01% | +8,690+2.8% | Added |
| Manufacturers Life Insurance Company, The | 379,865 | $17.4M | 0.01% | −9,885−2.5% | Reduced |
| Vanguard Group Inc | 388,352 | $17.8M | 0.00% | +7,436+2.0% | Added |
| Banc Funds Co LLC | 427,153 | $19.5M | 1.72% | 00.0% | Unchanged |
| Endeavour Capital Advisors Inc | 429,870 | $19.7M | 5.28% | +1,163+0.3% | Added |
| BlackRock Inc. | 699,622 | $32.0M | 0.00% | +149,013+27.1% | Added |
| T. Rowe Price Investment Management, Inc. | 799,080 | $36.6M | 0.03% | +117,405+17.2% | Added |