SOUTHERN FIRST BANCSHARES SFST
COM · Common Stock · CUSIP 842873101
- SectorFinancials
- IndustryNational Commercial Banks
- HeadquartersGreenville, SC
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.4m this quarter). Holder counts are more reliable. Shares outstanding: 9.5m as of 2026-07-28, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $61.02.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 99 |
| Q4 2022 | 100 |
| Q1 2023 | 90 |
| Q2 2023 | 82 |
| Q3 2023 | 87 |
| Q4 2023 | 92 |
| Q1 2024 | 91 |
| Q2 2024 | 95 |
| Q3 2024 | 101 |
| Q4 2024 | 95 |
| Q1 2025 | 98 |
| Q2 2025 | 103 |
| Q3 2025 | 116 |
| Q4 2025 | 129 |
| Q1 2026 | 150 |
| Q2 2026 | 165 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 44 | 28 |
| Q4 2024 | 35 | 39 |
| Q1 2025 | 38 | 43 |
| Q2 2025 | 41 | 37 |
| Q3 2025 | 58 | 28 |
| Q4 2025 | 60 | 40 |
| Q1 2026 | 75 | 45 |
| Q2 2026 | 113 | 42 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $44.0k | $0 | 0.00 |
| Q4 2025 | $51.5k | $0 | 0.00 |
| Q1 2026 | $54.5k | $0 | 0.00 |
| Q2 2026 | $0 | $0 | — |
Biggest buyers
| STATE STREET CORP | Added | +205.6k |
| Walleye Capital LLC | New | +180.0k |
| BlackRock, Inc. | Added | +118.0k |
| Stieven Capital Advisors, L.P. | New | +94.1k |
| JPMORGAN CHASE & CO | Added | +92.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | New | +87.4k |
| MALTESE CAPITAL MANAGEMENT LLC | Added | +87.0k |
| FJ Capital Management LLC | Added | +85.0k |
| BANK OF AMERICA CORP /DE/ | Added | +73.8k |
| ALLIANCEBERNSTEIN L.P. | Added | +65.0k |
Biggest sellers
| Rhino Investment Partners, Inc | Sold out | -210.1k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -79.7k |
| Elizabeth Park Capital Advisors, Ltd. | Sold out | -37.8k |
| AMERIPRISE FINANCIAL INC | Reduced | -23.6k |
| SEI INVESTMENTS CO | Reduced | -12.9k |
| BANC FUNDS CO LLC | Reduced | -9.0k |
| Engineers Gate Manager LP | Reduced | -8.8k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Reduced | -8.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -7.6k |
| Informed Momentum Co LLC | Reduced | -7.5k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FJ Capital Management LLC 13G · passive investor filed 2024-11-13 | 9.9% |
| ENDEAVOUR CAPITAL ADVISORS INC 13G · passive investor -0.1 pts · filed 2026-08-14 | 7.0% |
| BlackRock, Inc. 13G · institution filed 2025-04-24 | 6.8% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $6.8k | 1 | $45.2k | — |
| Q1 2025 | 1 | $13.3k | 1 | $19.9k | — |
| Q2 2025 | 2 | $36.8k | 4 | $473.2k | — |
| Q3 2025 | 0 | — | 2 | $14.0k | — |
| Q4 2025 | 2 | $23.0k | 3 | $667.6k | — |
| Q1 2026 | 1 | $20.9k | 1 | $158.8k | — |
| Q2 2026 | 0 | — | 2 | $61.4k | — |
| Q3 2026 | 1 | $19.0k | 4 | $2.2m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-18 | ORDERS JAMES B III Director | Sold | $499.2k8.0k shares |
| 2026-09-14 | Locke Anna T Director | Bought | $19.0k300 shares |
| 2026-09-03 | CUBBAGE LEIGHTON M Director | Sold | $31.4k500 shares |
| 2026-09-02 | CUBBAGE LEIGHTON M Director | Sold | $74.7k1.2k shares |
| 2026-09-01 | CUBBAGE LEIGHTON M Director | Sold | $28.2k465 shares |
| 2026-08-28 | CUBBAGE LEIGHTON M Director | Sold | $25.2k400 shares |
| 2026-08-25 | CUBBAGE LEIGHTON M Director | Sold | $22.1k350 shares |
| 2026-08-24 | CUBBAGE LEIGHTON M Director | Sold | $25.2k400 shares |
| 2026-08-20 | CUBBAGE LEIGHTON M Director | Sold | $50.4k800 shares |
| 2026-08-12 | SEAVER R ARTHUR JR Chief Executive Officer, director | Sold | $1.3m21.0k shares |
| 2026-08-03 | Fairchild Julie Ann Chief Accounting Officer | Sold | $94.5k1.5k shares |
| 2026-06-23 | Lattimore Ray Director | Sold | $15.0k253 shares |
| 2026-06-10 | CUBBAGE LEIGHTON M Director | Sold | $46.4k765 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| FJ Capital Management LLC 7.08% of their portfolio | 892.2k $54.5m | Added +85.0k |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 844.6k $51.6m | Added +26.8k |
| BlackRock, Inc. 0.00% of their portfolio | 830.4k $50.7m | Added +118.0k |
| ENDEAVOUR CAPITAL ADVISORS INC 8.31% of their portfolio | 662.9k $40.5m | Added +55.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 392.8k $24.0m | Added +47.9k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 387.9k $23.7m | Added +7.5k |
| STATE STREET CORP 0.00% of their portfolio | 373.5k $22.8m | Added +205.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 247.6k $15.1m | Reduced -23.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 237.1k $14.5m | Added +56.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 186.3k $11.4m | Added +35.7k |
| Walleye Capital LLC 0.05% of their portfolio | 180.0k $11.0m | New |
| BANC FUNDS CO LLC 1.64% of their portfolio | 162.7k $9.9m | Reduced -9.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 157.9k $9.6m | Added +8.4k |
| MORGAN STANLEY 0.00% of their portfolio | 126.0k $7.7m | Added +41.4k |
| MALTESE CAPITAL MANAGEMENT LLC 1.36% of their portfolio | 122.0k $7.5m | Added +87.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 116.1k $7.1m | Added +1.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 106.9k $6.5m | Added +41.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 106.6k $5.8m | Added +65.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 96.2k $5.9m | Added +92.8k |
| Stieven Capital Advisors, L.P. 1.10% of their portfolio | 94.1k $5.8m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 92.0k $5.6m | Added +73.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 87.4k $5.3m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 85.8k $5.2m | Added +14.7k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 77.0k $4.7m | Added +23.7k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 76.4k $4.7m | Added +49.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 76.3k $4.7m | Added +31.5k |
| ZACKS INVESTMENT MANAGEMENT 0.03% of their portfolio | 67.1k $4.1m | Added +5.6k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 66.5k $4.1m | Added +53.4k |
| Trexquant Investment LP 0.03% of their portfolio | 66.3k $4.1m | Added +44.1k |
| GABELLI FUNDS LLC 0.02% of their portfolio | 62.5k $3.8m | Unchanged |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 59.4k $3.6m | Added +22.0k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 59.2k $3.6m | Added +8.1k |
| EJF Capital LP 2.22% of their portfolio | 54.3k $3.3m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 49.5k $3.0m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 49.3k $3.0m | New |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 48.3k $2.9m | Reduced -8.4k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 44.9k $2.7m | Reduced -79.7k |
| ALGERT GLOBAL LLC 0.03% of their portfolio | 41.1k $2.5m | Added +7.1k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 40.0k $2.4m | Added +24.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 36.9k $2.3m | Reduced -7.6k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 34.2k $2.1m | Added +22.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 31.0k $1.9m | Added +23.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 29.7k $1.8m | New |
| Voleon Capital Management LP 0.03% of their portfolio | 29.7k $1.8m | New |
| Abacus Planning Group, Inc. 0.22% of their portfolio | 29.2k $1.8m | Reduced -1.1k |
| Empowered Funds, LLC 0.01% of their portfolio | 29.2k $1.8m | Added +2.0k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 29.1k $1.8m | Added +136 |
| XTX Topco Ltd 0.02% of their portfolio | 28.0k $1.7m | Added +13.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 27.1k $1.7m | Added +5.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 26.7k $1.6m | Added +6.4k |
| BARCLAYS PLC 0.00% of their portfolio | 26.4k $1.6m | Added +7.0k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 25.9k $1.6m | Added +1.4k |
| PMC FIG Opportunities LLC 2.45% of their portfolio | 25.0k $1.5m | New |
| GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio | 24.0k $1.5m | Reduced -5.4k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 21.8k $1.3m | Reduced -12.9k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 21.7k $1.3m | Reduced -2.9k |
| Quantinno Capital Management LP 0.00% of their portfolio | 21.0k $1.3m | Added +5.4k |
| Integrated Quantitative Investments LLC 0.21% of their portfolio | 20.9k $1.3m | Added +1.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 19.9k $1.2m | Added +3.0k |
| SHEETS SMITH WEALTH MANAGEMENT 0.12% of their portfolio | 19.6k $1.2m | Added +435 |
| Teton Advisors, LLC 0.59% of their portfolio | 16.8k $1.0m | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 16.7k $1.0m | Added +4.6k |
| Nuveen, LLC 0.00% of their portfolio | 16.4k $1.0m | Added +2.6k |
| Quantbot Technologies LP 0.04% of their portfolio | 16.2k $991.6k | Added +15.7k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 15.6k $952.9k | Added +10.6k |
| SOROS FUND MANAGEMENT LLC 0.01% of their portfolio | 14.4k $882.8k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 14.0k $854.4k | New |
| Informed Momentum Co LLC 0.08% of their portfolio | 14.0k $852.5k | Reduced -7.5k |
| MENDON CAPITAL ADVISORS CORP 0.29% of their portfolio | 13.3k $815.6k | Added +7.8k |
| CITIGROUP INC 0.00% of their portfolio | 12.9k $790.6k | Added +11.8k |
| Legato Capital Management LLC 0.07% of their portfolio | 12.9k $788.0k | Added +1.1k |
| De Lisle Partners LLP 0.08% of their portfolio | 12.6k $769.9k | Unchanged |
| STRS OHIO 0.00% of their portfolio | 12.0k $733.2k | Added +1.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 11.8k $718.2k | Added +1.9k |
| UBS Group AG 0.00% of their portfolio | 11.6k $711.3k | Added +8.4k |
| Invesco Ltd. 0.00% of their portfolio | 11.5k $703.1k | Added +1.2k |
| Penn Capital Management Company, LLC 0.04% of their portfolio | 11.1k $677.0k | New |
| Creative Planning 0.00% of their portfolio | 11.1k $677.0k | Added +6.5k |
| GODSEY & GIBB, INC 0.06% of their portfolio | 11.1k $675.8k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 10.3k $626.4k | Added +5.1k |
| Foster Victor Wealth Advisors, LLC 0.03% of their portfolio | 10.0k $613.6k | Added +539 |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 10.0k $608.1k | New |
| Aquatic Capital Management LLC 0.02% of their portfolio | 9.6k $587.1k | New |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio | 9.1k $556.8k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 9.0k $547.8k | Added +3.1k |
| Tidal Investments LLC 0.00% of their portfolio | 8.4k $513.5k | Reduced -148 |
| ELCO Management Co., LLC 0.22% of their portfolio | 8.3k $510.1k | Added +2.8k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 8.2k $498.0k | Unchanged |
| COLTON GROOME FINANCIAL ADVISORS, LLC 0.11% of their portfolio | 7.7k $468.9k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 7.4k $452.0k | Added +277 |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 7.3k $447.9k | Added +3.0k |
| Wagner Wealth Management, LLC 0.08% of their portfolio | 6.8k $416.0k | Reduced -475 |
| Colonial Trust Advisors 0.03% of their portfolio | 6.6k $403.9k | Unchanged |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 6.6k $402.4k | Unchanged |
| SG Americas Securities, LLC 0.00% of their portfolio | 6.3k $384.0k | New |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.02% of their portfolio | 6.1k $375.1k | Added +726 |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 6.0k $366.8k | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 5.6k $340.7k | Added +1.7k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 5.4k $329.5k | Added +1.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 5.3k $327.0k | Unchanged |