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 |
|---|---|---|---|---|---|
| UBS Group AG | 3,196 | $174.2K | 0.00% | −12,005−79.0% | Reduced |
| New York State Common Retirement Fund | 2,763 | $150.6K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 2,753 | $150.0K | 0.00% | +2,753 | New |
| Police & Firemen's Retirement System of New Jersey | 2,232 | $121.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,948 | $106.2K | 0.00% | +53+2.8% | Added |
| Signaturefd, LLC | 1,927 | $105.0K | 0.00% | −11−0.6% | Reduced |
| FMR LLC | 1,530 | $83.4K | 0.00% | +36+2.4% | Added |
| Colonial Trust Co | 1,205 | $65.7K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,174 | $64.0K | 0.00% | +553+89.0% | Added |
| Advisory Services Network, LLC | 1,119 | $61.0K | 0.00% | +1,119 | New |
| Citigroup Inc | 1,096 | $59.7K | 0.00% | −3,253−74.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 751 | $40.9K | 0.00% | +85+12.8% | Added |
| Legal & General Group Plc | 658 | $35.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 613 | $33.4K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 563 | $30.7K | 0.00% | +563 | New |
| UBS Asset Management Americas Inc | 472 | $25.7K | 0.00% | +404+594.1% | Added |
| Ronald Blue Trust, Inc. | 438 | $23.9K | 0.00% | −162−27.0% | Reduced |
| California State Teachers Retirement System | 422 | $23.0K | 0.00% | −57−11.9% | Reduced |
| Brown Brothers Harriman & Co | 397 | $21.6K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 337 | $18.0K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 268 | $14.6K | 0.00% | +268 | New |
| Versant Capital Management, Inc | 262 | $14.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 258 | $14.1K | 0.00% | −188−42.2% | Reduced |
| Anchor Investment Management, LLC | 218 | $11.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 214 | $11.7K | 0.00% | −889−80.6% | Reduced |
| GAMMA Investing LLC | 189 | $10.3K | 0.00% | −6−3.1% | Reduced |
| Essential Partners LLC | 124 | $6.76K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 124 | $6.76K | 0.00% | +70+129.6% | Added |
| Jones Financial Companies LLLP | 100 | $5.35K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 97 | $5.29K | 0.00% | +5+5.4% | Added |
| Optiver Holding B.V. | 80 | $4.36K | 0.00% | +8+11.1% | Added |
| Fifth Third Bancorp | 67 | $3.65K | 0.00% | +67 | New |
| Smartleaf Asset Management LLC | 63 | $3.39K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 37 | $2.02K | 0.00% | +37 | New |
| SRS Capital Advisors, Inc. | 31 | $1.69K | 0.00% | −3−8.8% | Reduced |
| Chilton Capital Management LLC | 23 | $1.25K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 20 | $1.09K | 0.00% | +20 | New |
| US Bancorp | 18 | $982 | 0.00% | +18 | New |
| IFP Advisors, Inc | 17 | $926 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 15 | $818 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 14 | $763 | 0.00% | +14 | New |
| Torren Management, LLC | 13 | $709 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 12 | $654 | 0.00% | +4+50.0% | Added |
| International Assets Investment Management, LLC | 11 | $604 | 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 |
| Farther Finance Advisors, LLC | 9 | $495 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −42,397−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −35,739−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,131−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −12,526−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −5,662−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,223−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |