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 2026
Institutional positions in Southern First Bancshares Inc as of Jun 30, 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
- 165
- +17 vs. Q1 2026
- Shares held
- 8.56M
- +1.72M (+25.1%) vs. Q1 2026
- Total value
- $522.1M
- +$149.4M (+40.1%) vs. Q1 2026
- New holders
- 35
- 76 more added
- Sold out
- 18
- 24 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $61 | 0.00% | +1 | New |
| JPL Wealth Management, LLC | 1 | $62 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $123 | 0.00% | +2 | New |
| Wealth Enhancement Trust Services, Inc. | 3 | $183 | 0.00% | +3 | New |
| Clearstead Advisors, LLC | 3 | $185 | 0.00% | +3 | New |
| True Wealth Design, LLC | 8 | $489 | 0.00% | −3−27.3% | Reduced |
| International Assets Investment Management, LLC | 11 | $687 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 13 | $794 | 0.00% | −5−27.8% | Reduced |
| Torren Management, LLC | 13 | $794 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 14 | $855 | 0.00% | +14 | New |
| Nisa Investment Advisors, LLC | 15 | $917 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 15 | $917 | 0.00% | +15 | New |
| Transamerica Financial Advisors, Inc. | 17 | $1.04K | 0.00% | +17 | New |
| The PNC Financial Services Group, Inc. | 17 | $1.04K | 0.00% | +17 | New |
| Farther Finance Advisors, LLC | 19 | $1.16K | 0.00% | +10+111.1% | Added |
| Basecamp Wealth Advisors LLC | 23 | $1.41K | 0.00% | +9+64.3% | Added |
| Chilton Capital Management LLC | 23 | $1.41K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 24 | $1.47K | 0.00% | −56−70.0% | Reduced |
| Picton Mahoney Asset Management | 30 | $1.83K | 0.00% | +30 | New |
| Parallel Advisors, LLC | 37 | $2.26K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 55 | $3.36K | 0.00% | +38+223.5% | Added |
| Rothschild Investment LLC | 55 | $3.36K | 0.00% | +43+358.3% | Added |
| Smartleaf Asset Management LLC | 63 | $3.84K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 69 | $4.22K | 0.00% | −55−44.4% | Reduced |
| Continuum Advisory, LLC | 71 | $4.34K | 0.00% | +71 | New |
| Fifth Third Bancorp | 91 | $5.56K | 0.00% | +24+35.8% | Added |
| Jones Financial Companies LLLP | 100 | $6.12K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 103 | $6.29K | 0.00% | +6+6.2% | Added |
| California State Teachers Retirement System | 109 | $6.66K | 0.00% | −313−74.2% | Reduced |
| GAMMA Investing LLC | 179 | $10.9K | 0.00% | −10−5.3% | Reduced |
| Sterling Capital Management LLC | 185 | $11.3K | 0.00% | −73−28.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 214 | $13.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 218 | $13.3K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 223 | $13.6K | 0.00% | +223 | New |
| Versant Capital Management, Inc | 262 | $16.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 337 | $20.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 348 | $21.3K | 0.00% | +224+180.6% | Added |
| Brown Brothers Harriman & Co | 397 | $24.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 438 | $26.8K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 472 | $28.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 559 | $34.2K | 0.00% | +528+1,703.2% | Added |
| Tower Research Capital LLC (TRC) | 593 | $36.2K | 0.00% | −581−49.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 805 | $49.2K | 0.00% | +54+7.2% | Added |
| Ameritas Investment Partners, Inc. | 835 | $51.0K | 0.00% | +222+36.2% | Added |
| Legal & General Group Plc | 885 | $54.1K | 0.00% | +227+34.5% | Added |
| Colonial Trust Co | 1,205 | $73.6K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,226 | $74.9K | 0.01% | +1,226 | New |
| FMR LLC | 1,680 | $102.7K | 0.00% | +150+9.8% | Added |
| Signaturefd, LLC | 1,927 | $117.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 2,753 | $168.2K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,980 | $182.1K | 0.00% | +748+33.5% | Added |
| Advisor Group Holdings, Inc. | 2,983 | $182.3K | 0.00% | −1,463−32.9% | Reduced |
| First Trust Advisors LP | 3,341 | $204.1K | 0.00% | +3,341 | New |
| SeaCrest Wealth Management, LLC | 3,801 | $232.2K | 0.03% | −4,187−52.4% | Reduced |
| Semanteon Capital Management, LP | 3,883 | $237.3K | 1.07% | +3,883 | New |
| Mariner, LLC | 3,986 | $243.5K | 0.00% | +3,986 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,234 | $258.7K | 0.00% | +477+12.7% | Added |
| Mercer Global Advisors Inc | 4,236 | $258.8K | 0.00% | +4,236 | New |
| Schonfeld Strategic Advisors LLC | 4,289 | $262.1K | 0.00% | +4,289 | New |
| Sentinel Trust Co Lba | 4,382 | $268.0K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,463 | $272.7K | 0.00% | +1,700+61.5% | Added |
| Virtu Financial LLC | 4,606 | $281.0K | 0.01% | +4,606 | New |
| Engineers Gate Manager LP | 4,710 | $287.8K | 0.00% | −8,807−65.2% | Reduced |
| Price T Rowe Associates Inc | 5,340 | $327.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 5,393 | $329.5K | 0.00% | +1,099+25.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,609 | $340.7K | 0.00% | +1,661+42.1% | Added |
| Panagora Asset Management Inc | 6,004 | $366.8K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 6,139 | $375.1K | 0.02% | +726+13.4% | Added |
| SG Americas Securities, LLC | 6,282 | $384.0K | 0.00% | +6,282 | New |
| Los Angeles Capital Management LLC | 6,586 | $402.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 6,610 | $403.9K | 0.03% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 6,809 | $416.0K | 0.08% | −475−6.5% | Reduced |
| Ieq Capital, LLC | 7,331 | $447.9K | 0.00% | +2,974+68.3% | Added |
| Royal Bank of Canada | 7,399 | $452.0K | 0.00% | +277+3.9% | Added |
| Colton Groome Financial Advisors, LLC | 7,675 | $468.9K | 0.11% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,150 | $498.0K | 0.00% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 8,348 | $510.1K | 0.22% | +2,766+49.6% | Added |
| Toroso Investments, LLC | 8,405 | $513.5K | 0.00% | −148−1.7% | Reduced |
| Deutsche Bank AG | 8,965 | $547.8K | 0.00% | +3,145+54.0% | Added |
| Susquehanna Fundamental Investments, LLC | 9,113 | $556.8K | 0.01% | +9,113 | New |
| Aquatic Capital Management LLC | 9,609 | $587.1K | 0.02% | +9,609 | New |
| Rafferty Asset Management, LLC | 9,952 | $608.1K | 0.00% | +9,952 | New |
| Foster Victor Wealth Advisors, LLC | 9,992 | $613.6K | 0.03% | +539+5.7% | Added |
| Wells Fargo & Company | 10,251 | $626.4K | 0.00% | +5,086+98.5% | Added |
| Godsey & Gibb Associates | 11,060 | $675.8K | 0.06% | 00.0% | Unchanged |
| Creative Planning | 11,080 | $677.0K | 0.00% | +6,541+144.1% | Added |
| Penn Capital Management Co Inc | 11,080 | $677.0K | 0.04% | +11,080 | New |
| Invesco Ltd. | 11,508 | $703.1K | 0.00% | +1,202+11.7% | Added |
| UBS Group AG | 11,642 | $711.3K | 0.00% | +8,446+264.3% | Added |
| Rhumbline Advisers | 11,754 | $718.2K | 0.00% | +1,858+18.8% | Added |
| STRS Ohio | 12,000 | $733.2K | 0.00% | +1,300+12.1% | Added |
| De Lisle Partners LLP | 12,591 | $769.9K | 0.08% | 00.0% | Unchanged |
| Legato Capital Management LLC | 12,897 | $788.0K | 0.07% | +1,062+9.0% | Added |
| Citigroup Inc | 12,940 | $790.6K | 0.00% | +11,844+1,080.7% | Added |
| Assenagon Asset Management S.A. | 12,950 | $791.2K | 0.00% | −11,545−47.1% | Reduced |
| Mendon Capital Advisors Corp | 13,348 | $815.6K | 0.29% | +7,766+139.1% | Added |
| EAM Investors, LLC | 13,952 | $852.5K | 0.08% | −7,523−35.0% | Reduced |
| Two Sigma Investments, LP | 13,984 | $854.4K | 0.00% | +13,984 | New |