Southern First Bancshares Ownership | Who Owns Southern First Bancshares?
Southern First Bancshares Ownership Summary
Southern First Bancshares is owned by 78.03% institutional investors, 7.05% insiders, and 14.92% retail investors. Fj capital management is the largest institutional shareholder, holding 10.01% of SFST shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 5.78% of its assets in Southern First Bancshares shares.
SFST Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southern First Bancshares | 78.03% | 7.05% | 14.92% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fj capital management | 807.22K | 10.01% | $32.09M |
| T. rowe price investment management | 797.04K | 9.88% | $31.68M |
| Blackrock funding, inc. /de | 770.56K | 9.56% | $30.63M |
| Blackrock | 764.79K | 9.43% | $22.36M |
| Endeavour capital advisors | 580.41K | 7.20% | $23.07M |
| Vanguard group | 421.30K | 5.22% | $16.75M |
| Dimensional fund advisors lp | 350.88K | 4.35% | $13.95M |
| Banc funds | 319.04K | 3.96% | $12.68M |
| Ameriprise financial | 278.55K | 3.45% | $11.07M |
| Rhino investment partners | 230.22K | 2.85% | $9.15M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Endeavour capital advisors | 580.41K | 7.35% | $23.07M |
| Fj capital management | 807.22K | 3.72% | $32.09M |
| Rhino investment partners | 230.22K | 2.02% | $9.15M |
| Banc funds | 319.04K | 1.40% | $12.68M |
| Teton advisors | 22.00K | 0.45% | $874.50K |
| Seacrest wealth management | 58.81K | 0.25% | $2.34M |
| Abacus planning group | 31.12K | 0.22% | $1.24M |
| Elco management | 7.70K | 0.16% | $305.88K |
| Mendon capital advisors | 7.84K | 0.15% | $311.72K |
| Koss-olinger consulting | 42.40K | 0.15% | $1.69M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rhino investment partners | 230.22K | 2.02% | 222.64K |
| Koss-olinger consulting | 42.40K | 0.15% | 42.40K |
| American century companies | 97.56K | 0.00% | 14.97K |
| Assenagon asset management | 44.64K | 0.00% | 13.50K |
| Jpmorgan chase | 26.77K | 0.00% | 12.25K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boothbay fund management | - | - | -62.12K |
| Banc funds | 319.04K | 1.40% | -51.21K |
| Captrust financial advisors | 30.45K | 0.00% | -42.58K |
| Fourthstone | - | - | -33.90K |
| Kennedy capital management | - | - | -17.09K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Koss-olinger consulting | 42.40K | 0.15% | 42.40K | $1.69M |
| Deutsche bank ag\ | 7.19K | 0.00% | 7.19K | $285.96K |
| Colonial trust co / sc | 1.21K | 0.01% | 1.21K | $35.23K |
| Versant capital management | 125.00 | 0.00% | 125.00 | $4.97K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Advisor group | -8.00 |
| Capital performance advisors llp | -25.00 |
| Concourse financial group securities | -96.00 |
| Citadel advisors | -300.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 90 | -10.00% | 6,292,295 | -0.87% | 78 | 1.26% | 36 | -21.74% | 27 | 22.73% |
| Sep 30, 2024 | 100 | 5.26% | 6,347,503 | 1.44% | 78 | 1.33% | 46 | -8.00% | 22 | - |
| Jun 30, 2024 | 94 | 2.17% | 6,257,185 | -0.66% | 77 | 1.26% | 49 | 44.12% | 22 | -31.25% |
| Mar 31, 2024 | 92 | - | 6,298,915 | -0.10% | 78 | 1.29% | 34 | -8.11% | 32 | -5.88% |
| Dec 31, 2023 | 92 | 5.75% | 6,305,209 | 0.99% | 77 | 1.30% | 37 | -9.76% | 34 | 47.83% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 472.57K | 5.78% | -102.00 |
| Vanguard Total Stock Mkt Idx Inv | 241.08K | 2.95% | - |
| Vanguard US Total Market Shares ETF | 241.08K | 2.95% | - |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 239.51K | 2.93% | 10.45K |
| T. Rowe Price U.S. SC Value Eq Tr-D | 229.06K | 2.80% | 977.00 |
| iShares Russell 2000 ETF | 218.76K | 2.68% | -1.87K |
| Columbia Small Cap Value I | 192.45K | 2.36% | 13.08K |
| Columbia Small Cap Value I A | 192.45K | 2.36% | -18.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 122.02K | 1.49% | - |
| Avantis US Small Cap Value ETF | 87.09K | 1.06% | -299.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 10, 2025 | Locke Anna T | - | Buy | $13.32K |
| Dec 18, 2024 | Grayson-Caprio Terry | - | Buy | $6.80K |
| Nov 25, 2024 | Fairchild Julie Ann | Chief Accounting Officer | Sell | $45.23K |
| Sep 17, 2024 | CUBBAGE LEIGHTON M | - | Sell | $16.88K |
| Sep 17, 2024 | CUBBAGE LEIGHTON M | - | Sell | $33.88K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 1 | 1 |
| 2024 Q3 | - | 13 |
| 2024 Q2 | - | 7 |
| 2024 Q1 | 1 | 16 |
| 2023 Q4 | 5 | - |
SFST Ownership FAQ
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