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 2026
Institutional positions in Southern First Bancshares Inc as of Mar 31, 2026. 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
- 149
- +23 vs. Q4 2025
- Shares held
- 6.84M
- +615.7K (+9.9%) vs. Q4 2025
- Total value
- $372.8M
- +$52.1M (+16.3%) vs. Q4 2025
- New holders
- 32
- 47 more added
- Sold out
- 9
- 35 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9 | $495 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $600 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 11 | $600 | 0.00% | +5+83.3% | Added |
| International Assets Investment Management, LLC | 11 | $604 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 12 | $654 | 0.00% | +4+50.0% | Added |
| Torren Management, LLC | 13 | $709 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 14 | $763 | 0.00% | +14 | New |
| Nisa Investment Advisors, LLC | 15 | $818 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17 | $926 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 18 | $982 | 0.00% | +18 | New |
| Root Financial Partners, LLC | 20 | $1.09K | 0.00% | +20 | New |
| Chilton Capital Management LLC | 23 | $1.25K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 31 | $1.69K | 0.00% | −3−8.8% | Reduced |
| Parallel Advisors, LLC | 37 | $2.02K | 0.00% | +37 | New |
| Smartleaf Asset Management LLC | 63 | $3.39K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 67 | $3.65K | 0.00% | +67 | New |
| Optiver Holding B.V. | 80 | $4.36K | 0.00% | +8+11.1% | Added |
| EverSource Wealth Advisors, LLC | 97 | $5.29K | 0.00% | +5+5.4% | Added |
| Jones Financial Companies LLLP | 100 | $5.35K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 124 | $6.76K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 124 | $6.76K | 0.00% | +70+129.6% | Added |
| GAMMA Investing LLC | 189 | $10.3K | 0.00% | −6−3.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 214 | $11.7K | 0.00% | −889−80.6% | Reduced |
| Anchor Investment Management, LLC | 218 | $11.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 258 | $14.1K | 0.00% | −188−42.2% | Reduced |
| Versant Capital Management, Inc | 262 | $14.3K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 268 | $14.6K | 0.00% | +268 | New |
| State of Alaska, Department of Revenue | 337 | $18.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 397 | $21.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 422 | $23.0K | 0.00% | −57−11.9% | Reduced |
| Ronald Blue Trust, Inc. | 438 | $23.9K | 0.00% | −162−27.0% | Reduced |
| UBS Asset Management Americas Inc | 472 | $25.7K | 0.00% | +404+594.1% | Added |
| Quantbot Technologies LP | 563 | $30.7K | 0.00% | +563 | New |
| Ameritas Investment Partners, Inc. | 613 | $33.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 658 | $35.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 751 | $40.9K | 0.00% | +85+12.8% | Added |
| Citigroup Inc | 1,096 | $59.7K | 0.00% | −3,253−74.8% | Reduced |
| Advisory Services Network, LLC | 1,119 | $61.0K | 0.00% | +1,119 | New |
| Tower Research Capital LLC (TRC) | 1,174 | $64.0K | 0.00% | +553+89.0% | Added |
| Colonial Trust Co | 1,205 | $65.7K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,530 | $83.4K | 0.00% | +36+2.4% | Added |
| Signaturefd, LLC | 1,927 | $105.0K | 0.00% | −11−0.6% | Reduced |
| CWM, LLC | 1,948 | $106.2K | 0.00% | +53+2.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,232 | $121.6K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 2,753 | $150.0K | 0.00% | +2,753 | New |
| New York State Common Retirement Fund | 2,763 | $150.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,196 | $174.2K | 0.00% | −12,005−79.0% | Reduced |
| JPMorgan Chase & Co | 3,388 | $182.5K | 0.00% | −2,488−42.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,757 | $204.8K | 0.00% | +171+4.8% | Added |
| Susquehanna International Group, LLP | 3,905 | $212.8K | 0.00% | +3,905 | New |
| Wealth Enhancement Advisory Services, LLC | 3,948 | $218.1K | 0.00% | −1,951−33.1% | Reduced |
| Mirabella Financial Services LLP | 4,061 | $221.3K | 0.02% | +4,061 | New |
| MetLife Investment Management | 4,294 | $234.0K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,357 | $237.5K | 0.00% | +4,357 | New |
| Sentinel Trust Co Lba | 4,382 | $239.0K | 0.02% | −2,718−38.3% | Reduced |
| Advisor Group Holdings, Inc. | 4,446 | $242.3K | 0.00% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 4,481 | $244.2K | 0.04% | +4,481 | New |
| Point72 Asset Management, L.P. | 4,492 | $244.8K | 0.00% | +4,492 | New |
| Creative Planning | 4,539 | $247.4K | 0.00% | +4,539 | New |
| Fourthstone LLC | 4,561 | $248.6K | 0.04% | −118,679−96.3% | Reduced |
| Franklin Resources Inc | 4,990 | $272.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,165 | $281.5K | 0.00% | −5,860−53.2% | Reduced |
| Price T Rowe Associates Inc | 5,340 | $292.0K | 0.00% | +647+13.8% | Added |
| Mendon Capital Advisors Corp | 5,582 | $304.2K | 0.12% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 5,582 | $304.2K | 0.15% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 5,413 | $304.8K | 0.02% | +1,146+26.9% | Added |
| Brendel Financial Advisors LLC | 5,601 | $305.3K | 0.15% | +5,601 | New |
| Deutsche Bank AG | 5,820 | $317.2K | 0.00% | +2,792+92.2% | Added |
| Panagora Asset Management Inc | 6,004 | $327.2K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 6,092 | $332.0K | 0.00% | −10,870−64.1% | Reduced |
| Numerai GP LLC | 6,197 | $337.7K | 0.03% | +6,197 | New |
| Hillsdale Investment Management Inc. | 6,570 | $358.1K | 0.01% | +6,400+3,764.7% | Added |
| Los Angeles Capital Management LLC | 6,586 | $358.9K | 0.00% | −13,755−67.6% | Reduced |
| Colonial Trust Advisors | 6,610 | $360.2K | 0.03% | +1,824+38.1% | Added |
| Royal Bank of Canada | 7,122 | $388.0K | 0.00% | −2,041−22.3% | Reduced |
| Quadrature Capital Ltd | 7,252 | $395.2K | 0.00% | +7,252 | New |
| Wagner Wealth Management, LLC | 7,284 | $397.0K | 0.08% | −480−6.2% | Reduced |
| Arkadios Wealth Advisors | 7,296 | $397.6K | 0.01% | +7,296 | New |
| BNP Paribas Arbitrage, SA | 7,423 | $404.6K | 0.00% | +2,126+40.1% | Added |
| HRT Financial LP | 7,481 | $407.0K | 0.00% | +7,481 | New |
| Colton Groome Financial Advisors, LLC | 7,675 | $418.3K | 0.12% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 7,988 | $435.3K | 0.05% | −50−0.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,150 | $444.2K | 0.00% | −85−1.0% | Reduced |
| Toroso Investments, LLC | 8,553 | $466.1K | 0.00% | +8,553 | New |
| Rhumbline Advisers | 9,896 | $539.3K | 0.00% | −245−2.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 9,453 | $556.3K | 0.03% | +159+1.7% | Added |
| Invesco Ltd. | 10,306 | $561.7K | 0.00% | −751−6.8% | Reduced |
| STRS Ohio | 10,700 | $583.1K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 11,060 | $602.8K | 0.05% | −600−5.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,819 | $644.1K | 0.00% | +5,263+80.3% | Added |
| Legato Capital Management LLC | 11,835 | $645.0K | 0.06% | +11,835 | New |
| GWM Advisors LLC | 12,143 | $661.8K | 0.00% | +957+8.6% | Added |
| De Lisle Partners LLP | 12,591 | $686.2K | 0.08% | 00.0% | Unchanged |
| Millennium Management LLC | 13,103 | $714.1K | 0.00% | +7,060+116.8% | Added |
| Engineers Gate Manager LP | 13,517 | $736.7K | 0.01% | +13,517 | New |
| Nuveen, LLC | 13,785 | $751.3K | 0.00% | −850−5.8% | Reduced |
| XTX Topco Ltd | 14,091 | $768.0K | 0.01% | +14,091 | New |
| D. E. Shaw & Co., Inc. | 15,342 | $836.1K | 0.00% | −8,490−35.6% | Reduced |