Southern First Bancshares Ownership | Who Owns Southern First Bancshares?
Southern First Bancshares Ownership Summary
Southern First Bancshares is owned by 105.15% institutional investors, 5.27% insiders. Fj capital management is the largest institutional shareholder, holding 10.93% of SFST shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 4.87% of its assets in Southern First Bancshares shares.
SFST Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southern First Bancshares | 105.15% | 5.27% | -10.41% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 56.79% | 12.57% | 30.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fj capital management | 892.22K | 10.93% | $54.51M |
| T. rowe price investment management | 844.65K | 10.35% | $51.61M |
| Blackrock funding, inc. /de | 830.38K | 10.17% | $50.74M |
| Blackrock | 764.79K | 9.43% | $22.36M |
| Endeavour capital advisors | 662.86K | 8.12% | $40.50M |
| Vanguard group | 437.01K | 5.43% | $22.51M |
| Vanguard capital management | 392.79K | 4.81% | $24.00M |
| Dimensional fund advisors lp | 387.86K | 4.75% | $23.70M |
| State street | 373.52K | 4.58% | $22.82M |
| Ameriprise financial | 247.64K | 3.03% | $15.13M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Endeavour capital advisors | 662.86K | 8.31% | $40.50M |
| Fj capital management | 892.22K | 7.08% | $54.51M |
| Pmc fig opportunities | 25.00K | 2.44% | $1.53M |
| Ejf capital | 54.32K | 2.22% | $3.32M |
| Banc funds | 162.66K | 1.64% | $9.94M |
| Maltese capital management | 122.00K | 1.36% | $7.45M |
| Stieven capital advisors | 94.11K | 1.10% | $5.75M |
| Semanteon capital management, lp | 3.88K | 1.07% | $237.25K |
| Teton advisors | 18.00K | 0.42% | $684.54K |
| Mendon capital advisors | 13.35K | 0.29% | $815.56K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| State street | 373.52K | 0.00% | 205.56K |
| Walleye capital | 179.99K | 0.04% | 179.99K |
| Blackrock funding, inc. /de | 830.38K | 0.00% | 117.97K |
| Stieven capital advisors | 94.11K | 1.10% | 94.11K |
| Jpmorgan chase | 96.21K | 0.00% | 92.82K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rhino investment partners | - | - | -210.12K |
| Acadian asset management | 44.88K | 0.00% | -79.70K |
| Boothbay fund management | - | - | -62.12K |
| Koss-olinger consulting | - | - | -42.40K |
| Elizabeth park capital advisors | - | - | -37.80K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Walleye capital | 179.99K | 0.04% | 179.99K | $11.00M |
| Stieven capital advisors | 94.11K | 1.10% | 94.11K | $5.75M |
| Manufacturers life insurance company, the | 87.45K | 0.00% | 87.45K | $5.34M |
| Ejf capital | 54.32K | 2.22% | 54.32K | $3.32M |
| Wellington management group llp | 49.47K | 0.00% | 49.47K | $3.02M |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Mai capital management | -11.00 |
| Root financial partners | -20.00 |
| Capital performance advisors llp | -25.00 |
| Coldstream capital management | -71.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 164 | 10.81% | 8,583,137 | 25.46% | 105 | 1.46% | 113 | 43.04% | 23 | -34.29% |
| Mar 31, 2026 | 54 | -57.81% | 1,725,455 | -74.20% | 21 | 0.31% | 19 | -68.33% | 19 | -50.00% |
| Dec 31, 2025 | 35 | -69.30% | 1,281,349 | -80.43% | 15 | 0.24% | 14 | -77.05% | 11 | -50.00% |
| Sep 30, 2025 | 40 | -57.45% | 1,304,571 | -78.78% | 16 | 0.28% | 16 | -56.76% | 8 | -71.43% |
| Jun 30, 2025 | 100 | 1.01% | 6,460,006 | 0.82% | 79 | 1.26% | 40 | 5.26% | 31 | -18.42% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 460.36K | 4.87% | -1.96K |
| T. Rowe Price U.S. SC Value Eq Tr-D | 282.44K | 2.99% | 7.23K |
| Vanguard Total Stock Mkt Idx Inv | 280.88K | 2.97% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 280.88K | 2.97% | - |
| Vanguard MStar Total Stk Mkt Idx Invest | 280.88K | 2.97% | - |
| 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 |
| iShares Russell 2000 ETF | 241.60K | 2.55% | -4.32K |
| Columbia Small Cap Value I A | 192.36K | 2.35% | - |
| Columbia Small Cap Value I | 192.36K | 2.35% | -89.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 14, 2026 | Locke Anna T | - | Buy | $18.98K |
| Sep 02, 2026 | CUBBAGE LEIGHTON M | - | Sell | $31.00K |
| Sep 01, 2026 | CUBBAGE LEIGHTON M | - | Sell | $28.25K |
| Sep 02, 2026 | CUBBAGE LEIGHTON M | - | Sell | $18.75K |
| Sep 02, 2026 | CUBBAGE LEIGHTON M | - | Sell | $24.96K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | 1 | 15 |
| 2026 Q2 | - | 2 |
| 2026 Q1 | 1 | 1 |
| 2025 Q4 | 3 | 3 |
| 2025 Q3 | - | 1 |
SFST Ownership FAQ
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