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 2025
Institutional positions in Southern First Bancshares Inc as of Jun 30, 2025. 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
- +5 vs. Q1 2025
- Shares held
- 6.46M
- +52.5K (+0.8%) vs. Q1 2025
- Total value
- $245.7M
- +$34.8M (+16.5%) vs. Q1 2025
- New holders
- 12
- 29 more added
- Sold out
- 7
- 31 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 16 | $0 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $77 | 0.00% | −11−84.6% | Reduced |
| Essential Partners LLC | 4 | $152 | 0.00% | +4 | New |
| IFP Advisors, Inc | 3 | $190 | 0.00% | +3 | New |
| Clearstead Advisors, LLC | 12 | $457 | 0.00% | +12 | New |
| Nisa Investment Advisors, LLC | 15 | $570 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 34 | $1.29K | 0.00% | +34 | New |
| Allworth Financial LP | 35 | $1.33K | 0.00% | +35 | New |
| Smartleaf Asset Management LLC | 62 | $2.36K | 0.00% | +51+463.6% | Added |
| Comerica Bank | 67 | $2.55K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 86 | $3.27K | 0.00% | +12+16.2% | Added |
| GAMMA Investing LLC | 112 | $4.26K | 0.00% | −101−47.4% | Reduced |
| Sterling Capital Management LLC | 207 | $7.87K | 0.00% | +74+55.6% | Added |
| Anchor Investment Management, LLC | 218 | $8.29K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 262 | $9.96K | 0.00% | −32−10.9% | Reduced |
| Amalgamated Bank | 259 | $10.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 268 | $10.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 397 | $15.1K | 0.00% | −211−34.7% | Reduced |
| Ronald Blue Trust, Inc. | 438 | $16.7K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 469 | $17.8K | 0.00% | +469 | New |
| California State Teachers Retirement System | 559 | $21.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 613 | $23.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 726 | $27.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 811 | $31.0K | 0.00% | +202+33.2% | Added |
| Colonial Trust Co | 1,205 | $45.8K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,380 | $52.5K | 0.00% | +308+28.7% | Added |
| FMR LLC | 1,463 | $55.6K | 0.00% | −7−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,633 | $62.1K | 0.00% | +990+154.0% | Added |
| Signaturefd, LLC | 1,904 | $72.4K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 1,962 | $74.6K | 0.00% | +1,962 | New |
| Police & Firemen's Retirement System of New Jersey | 2,232 | $84.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,763 | $105.1K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,105 | $118.1K | 0.00% | −2,463−44.2% | Reduced |
| Citigroup Inc | 3,115 | $118.5K | 0.00% | −2,712−46.5% | Reduced |
| MetLife Investment Management | 4,294 | $163.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,448 | $169.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4,848 | $184.4K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 5,882 | $223.7K | 0.00% | −2,422−29.2% | Reduced |
| Panagora Asset Management Inc | 6,082 | $231.3K | 0.00% | +6,082 | New |
| Trexquant Investment LP | 6,130 | $233.1K | 0.00% | −9,090−59.7% | Reduced |
| JPMorgan Chase & Co | 6,137 | $233.4K | 0.00% | −6,816−52.6% | Reduced |
| UBS Group AG | 6,850 | $260.5K | 0.00% | −445−6.1% | Reduced |
| ELCO Management Co., LLC | 6,949 | $264.3K | 0.14% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 7,675 | $291.9K | 0.10% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 7,695 | $292.6K | 0.00% | −687−8.2% | Reduced |
| Long Focus Capital Management, LLC | 7,964 | $302.9K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 7,996 | $304.1K | 0.00% | −1,168−12.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,235 | $313.2K | 0.00% | −300−3.5% | Reduced |
| Wells Fargo & Company | 8,245 | $313.5K | 0.00% | +612+8.0% | Added |
| Wagner Wealth Management, LLC | 8,744 | $332.5K | 0.08% | +438+5.3% | Added |
| State of Wisconsin Investment Board | 9,300 | $353.7K | 0.00% | +1,200+14.8% | Added |
| Squarepoint Ops LLC | 9,457 | $359.6K | 0.00% | +9,457 | New |
| Jane Street Group, LLC | 9,458 | $359.7K | 0.00% | +268+2.9% | Added |
| AQR Capital Management LLC | 9,478 | $360.4K | 0.00% | +9,478 | New |
| Susquehanna International Group, LLP | 10,190 | $387.5K | 0.00% | −3,145−23.6% | Reduced |
| GWM Advisors LLC | 10,257 | $390.1K | 0.00% | −2,198−17.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 10,287 | $408.8K | 0.03% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 11,660 | $443.4K | 0.04% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,085 | $459.6K | 0.00% | +51+0.4% | Added |
| Invesco Ltd. | 12,425 | $472.5K | 0.00% | −2,493−16.7% | Reduced |
| De Lisle Partners LLP | 12,591 | $479.7K | 0.07% | 00.0% | Unchanged |
| STRS Ohio | 13,900 | $528.6K | 0.00% | +300+2.2% | Added |
| Nuveen, LLC | 14,635 | $556.6K | 0.00% | −4,079−21.8% | Reduced |
| Sheets Smith Wealth Management | 16,097 | $612.2K | 0.07% | +292+1.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,368 | $653.9K | 0.00% | +16,368 | New |
| Teton Advisors, Inc. | 18,000 | $684.5K | 0.42% | −3,000−14.3% | Reduced |
| SeaCrest Wealth Management, LLC | 19,071 | $725.3K | 0.08% | −38,600−66.9% | Reduced |
| Empowered Funds, LLC | 20,173 | $767.2K | 0.01% | +1,536+8.2% | Added |
| Bank of New York Mellon Corp | 22,091 | $840.1K | 0.00% | +1,025+4.9% | Added |
| Charles Schwab Investment Management Inc | 22,574 | $858.5K | 0.00% | +898+4.1% | Added |
| Citadel Advisors LLC | 22,795 | $866.9K | 0.00% | +14,869+187.6% | Added |
| Gamco Investors, Inc. Et Al | 25,500 | $969.8K | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 30,984 | $1.18M | 0.00% | −12,322−28.5% | Reduced |
| Barclays PLC | 31,095 | $1.18M | 0.00% | +5,318+20.6% | Added |
| Abacus Planning Group, Inc. | 31,123 | $1.18M | 0.18% | 00.0% | Unchanged |
| Captrust Financial Advisors | 31,190 | $1.19M | 0.00% | +67+0.2% | Added |
| Royal Bank of Canada | 32,717 | $1.24M | 0.00% | −2,193−6.3% | Reduced |
| Wellington Management Group LLP | 35,981 | $1.37M | 0.00% | +1,872+5.5% | Added |
| Gabelli Funds LLC | 41,850 | $1.59M | 0.01% | +5,200+14.2% | Added |
| Koss-Olinger Consulting, LLC | 42,397 | $1.61M | 0.13% | 00.0% | Unchanged |
| Zacks Investment Management | 45,058 | $1.71M | 0.01% | +45,058 | New |
| Russell Investments Group, Ltd. | 50,721 | $1.93M | 0.00% | −8,071−13.7% | Reduced |
| Acadian Asset Management LLC | 52,014 | $1.98M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 52,058 | $1.98M | 0.05% | +3,383+7.0% | Added |
| Morgan Stanley | 56,060 | $2.13M | 0.00% | +3,033+5.7% | Added |
| Goldman Sachs Group Inc | 58,311 | $2.22M | 0.00% | −8,292−12.4% | Reduced |
| Northern Trust Corp | 74,566 | $2.84M | 0.00% | −3,975−5.1% | Reduced |
| Renaissance Technologies LLC | 96,407 | $3.67M | 0.00% | −2,900−2.9% | Reduced |
| American Century Companies Inc | 98,571 | $3.75M | 0.00% | −2,890−2.8% | Reduced |
| Fourthstone LLC | 129,174 | $4.91M | 0.96% | +62,993+95.2% | Added |
| Alliancebernstein L.P. | 157,376 | $5.99M | 0.00% | +18,045+13.0% | Added |
| State Street Corp | 159,910 | $6.08M | 0.00% | −1,454−0.9% | Reduced |
| Geode Capital Management, LLC | 180,585 | $6.87M | 0.00% | +3,825+2.2% | Added |
| rhino investment partners, Inc | 210,121 | $7.99M | 2.19% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 279,811 | $10.6M | 0.00% | −1100.0% | Reduced |
| Banc Funds Co LLC | 286,704 | $10.9M | 1.65% | −13,216−4.4% | Reduced |
| Dimensional Fund Advisors LP | 370,067 | $14.1M | 0.00% | +9,167+2.5% | Added |
| Vanguard Group Inc | 421,073 | $16.0M | 0.00% | +312+0.1% | Added |
| Endeavour Capital Advisors Inc | 589,016 | $22.4M | 7.71% | 00.0% | Unchanged |
| BlackRock, Inc. | 736,638 | $28.0M | 0.00% | −22,541−3.0% | Reduced |