Southern First BancsharesSFST

13F holders, Q2 2025 (June 30)
102holders +5
11new positions
7sold out
6famous investors
$38.04avg. 13F price*

At the end of Q2 2025, 102 institutions reported holding Southern First Bancshares (SFST) in their 13F filings, up 5 from Q1 2025. 11 opened new positions and 7 sold out. The largest holders were T. Rowe Price Investment Management, Inc. ($30.7M), FJ Capital Management LLC ($30.7M) and BlackRock, Inc. ($28.0M). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Southern First Bancshares
CUSIP
842873101
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 91Q1 2024Q2 2024: 95Q2 2024Q3 2024: 101Q3 2024Q4 2024: 94Q4 2024Q1 2025: 97Q1 2025Q2 2025: 102Q2 2025Q3 2025: 116Q3 2025Q4 2025: 129Q4 2025Q1 2026: 149Q1 2026Q2 2026: 165Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions11$3.4M
Exits7$670K

All 13F filers, Q1 2025 → Q2 2025: 230,765 shares bought and 178,312 shares sold, net +52,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 102 holders

T. Rowe Price Investment Management, Inc. 0.02% Add +0.7% 808,440 $30.7M
FJ Capital Management LLC 3.26% No change 807,223 $30.7M
BlackRock, Inc. 0.00% Reduce -3.0% 736,638 $28.0M
Endeavour Capital Advisors Inc. 7.71% No change 589,016 $22.4M
Vanguard Group Inc. 0.00% Add +0.1% 421,073 $16.0M
Dimensional Fund Advisors LP 0.00% Add +2.5% 370,067 $14.1M
Banc Funds Co. LLC 1.65% Reduce -4.4% 286,704 $10.9M
Ameriprise Financial Inc. 0.00% Reduce -0.0% 279,811 $10.6M
Rhino Investment Partners, Inc 2.19% No change 210,121 $8.0M
Geode Capital Management, LLC 0.00% Add +2.2% 180,585 $6.9M
State Street Corp. 0.00% Reduce -0.9% 159,910 $6.1M
Alliancebernstein L.P. 0.00% Add +12.9% 157,376 $6.0M
Fourthstone LLC 0.96% Add +95.2% 129,174 $4.9M
American Century Companies Inc. 0.00% Reduce -2.9% 98,571 $3.7M
Renaissance Technologies 0.00% Reduce -2.9% 96,407 $3.7M
Northern Trust Corp. 0.00% Reduce -5.1% 74,566 $2.8M
Goldman Sachs Group Inc. 0.00% Reduce -12.4% 58,311 $2.2M
Morgan Stanley 0.00% Add +5.7% 56,060 $2.1M
Bridgeway Capital Management, LLC 0.05% Add +7.0% 52,058 $2.0M
Acadian Asset Management LLC 0.00% No change 52,014 $2.0M
Russell Investments Group, Ltd. 0.00% Reduce -13.7% 50,721 $1.9M
Zacks Investment Management 0.01% New 45,058 $1.7M
Koss-Olinger Consulting, LLC 0.13% No change 42,397 $1.6M
Gabelli Funds LLC 0.01% Add +14.2% 41,850 $1.6M
Wellington Management Group LLP 0.00% Add +5.5% 35,981 $1.4M
Royal Bank of Canada 0.00% Reduce -6.3% 32,717 $1.2M
Captrust Financial Advisors 0.00% Add +0.2% 31,190 $1.2M
Abacus Planning Group, Inc. 0.18% No change 31,123 $1.2M
Barclays PLC 0.00% Add +20.6% 31,095 $1.2M
Assenagon Asset Management S.A. 0.00% Reduce -28.4% 30,984 $1.2M
GAMCO Investors 0.01% No change 25,500 $970K
Citadel Advisors 0.00% Add +187.6% 22,795 $867K
Charles Schwab Investment Management Inc. 0.00% Add +4.1% 22,574 $858K
Bank of New York Mellon Corp 0.00% Add +4.9% 22,091 $840K
Empowered Funds, LLC 0.01% Add +8.2% 20,173 $767K
SeaCrest Wealth Management, LLC 0.08% Reduce -66.9% 19,071 $725K
Teton Advisors, Inc. 0.43% Reduce -14.3% 18,000 $685K
Wealth Enhancement Advisory Services, LLC 0.00% New 16,368 $654K
Sheets Smith Wealth Management 0.07% Add +1.9% 16,097 $612K
Nuveen, LLC 0.00% Reduce -21.8% 14,635 $557K
STRS Ohio 0.00% Add +2.2% 13,900 $529K
De Lisle Partners LLP 0.07% No change 12,591 $480K
Invesco Ltd. 0.00% Reduce -16.7% 12,425 $473K
Rhumbline Advisers 0.00% Add +0.4% 12,085 $460K
Godsey & Gibb, Inc. 0.04% No change 11,660 $443K
Foster Victor Wealth Advisors, LLC 0.03% No change 10,287 $409K
NewEdge Advisors, LLC 0.00% Reduce -17.6% 10,257 $390K
Susquehanna International Group, LLP 0.00% Reduce -23.6% 10,190 $388K
AQR Capital Management 0.00% New 9,478 $360K
Jane Street Group, LLC 0.00% Add +2.9% 9,458 $360K
Squarepoint Ops LLC 0.00% New 9,457 $360K
State of Wisconsin Investment Board 0.00% Add +14.8% 9,300 $354K
Wagner Wealth Management, LLC 0.08% Add +5.3% 8,744 $333K
Wells Fargo & Company 0.00% Add +8.0% 8,245 $314K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.5% 8,235 $313K
Bank of America Corp. 0.00% Reduce -12.8% 7,996 $304K
Long Focus Capital Management, LLC 0.02% No change 7,964 $303K
D. E. Shaw & Co. 0.00% Reduce -8.2% 7,695 $293K
Colton Groome Financial Advisors, LLC 0.10% No change 7,675 $292K
ELCO Management Co., LLC 0.14% No change 6,949 $264K
UBS Group AG 0.00% Reduce -6.1% 6,850 $261K
JPMorgan Chase & Co. 0.00% Reduce -52.6% 6,137 $233K
Trexquant Investment LP 0.00% Reduce -59.7% 6,130 $233K
Panagora Asset Management Inc. 0.00% New 6,082 $231K
Millennium Management 0.00% Reduce -29.2% 5,882 $224K
Colonial Trust Advisors 0.02% No change 4,848 $184K
Osaic Holdings, Inc. 0.00% No change 4,448 $169K
MetLife Investment Management, LLC 0.00% No change 4,294 $163K
Citigroup Inc. 0.00% Reduce -46.5% 3,115 $118K
Deutsche Bank AG 0.00% Reduce -44.2% 3,105 $118K
New York State Common Retirement Fund 0.00% No change 2,763 $105K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,232 $85K
Raymond James Financial Inc. 0.00% New 1,962 $75K
Signaturefd, LLC 0.00% No change 1,904 $72K
Tower Research Capital LLC (TRC) 0.00% Add +154.0% 1,633 $62K
FMR LLC 0.00% Reduce -0.5% 1,463 $56K
BNP Paribas Financial Markets 0.00% Add +28.7% 1,380 $52K
Colonial Trust Co / SC 0.01% No change 1,205 $46K
Cwm, LLC 0.00% Add +33.2% 811 $31K
Legal & General Group Plc 0.00% No change 726 $28K
Ameritas Investment Partners, Inc. 0.00% No change 613 $23K
California State Teachers Retirement System 0.00% No change 559 $21K
Cullen/Frost Bankers, Inc. 0.00% New 469 $18K
Blue Trust, Inc. 0.00% No change 438 $17K
Brown Brothers Harriman & Co. 0.00% Reduce -34.7% 397 $15K
ORG Partners LLC 0.00% No change 268 $10K
Amalgamated Bank 0.00% No change 259 $10K
Versant Capital Management, Inc 0.00% Reduce -10.9% 262 $10K
Anchor Investment Management, LLC 0.00% No change 218 $8K
Sterling Capital Management LLC 0.00% Add +55.6% 207 $8K
GAMMA Investing LLC 0.00% Reduce -47.4% 112 $4K
EverSource Wealth Advisors, LLC 0.00% Add +16.2% 86 $3K
Comerica Bank 0.00% No change 67 $3K
Smartleaf Asset Management LLC 0.00% Add +463.6% 62 $2K
Allworth Financial LP 0.00% New 35 $1K
Huntington National Bank 0.00% New 34 $1K
Nisa Investment Advisors, LLC 0.00% No change 15 $570
Clearstead Advisors, LLC 0.00% New 12 $457
IFP Advisors, Inc 0.00% New 3 $190
Essential Partners LLC 0.00% — 4 $152
True Wealth Design, LLC 0.00% Reduce -84.6% 2 $77
Avion Wealth 0.00% No change 16 $0

"% of holder's portfolio" is SFST's weight in each manager's 13F, not the share of Southern First Bancshares the manager owns.