Who owns Southern First Bancshares (SFST)
Which tracked institutional funds hold SFST, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SFST company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SFST is one-sided between 2026-Q1 and 2026-Q2: 63 added or opened and 9 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SFST’s largest tracked holder by dollar value, FJ Capital Management LLC, sizes it at 7.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SFST divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 158 tracked filers holding SFST, 109 increased or opened the position and 49 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SFST between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 15
- Walleye Capital LLC$11M
- Stieven Capital Advisors, L.P.$6M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$5M
- EJF Capital LP$3M
- WELLINGTON MANAGEMENT GROUP LLP$3M
- CITADEL ADVISORS LLC$3M
Full exits 4
- T. Rowe Price Investment Management, Inc.$45M
- Rhino Investment Partners, Inc$11M
- ACADIAN ASSET MANAGEMENT LLC$7M
- Elizabeth Park Capital Advisors, Ltd.$2M
Largest adds
- STATE STREET CORP$14M
- BlackRock, Inc.$12M
- FJ Capital Management LLC$11M
- ENDEAVOUR CAPITAL ADVISORS INC$7M
- JPMORGAN CHASE & CO$6M
- MALTESE CAPITAL MANAGEMENT LLC$6M
Largest trims
- SEI INVESTMENTS CO$560K
- Assenagon Asset Management S.A.$544K
- Engineers Gate Manager LP$449K
- Informed Momentum Co LLC$318K
- EverSource Wealth Advisors, LLC$254K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FJ Capital Management LLC added | 892,223 | $55M | 11.7% | 2026-Q2 |
| BlackRock, Inc. added | 830,375 | $51M | 10.9% | 2026-Q2 |
| ENDEAVOUR CAPITAL ADVISORS INC added | 662,860 | $41M | 8.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 392,789 | $24M | 5.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 387,861 | $24M | 5.1% | 2026-Q2 |
| STATE STREET CORP added | 373,521 | $23M | 4.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 247,644 | $15M | 3.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 237,053 | $14M | 3.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 186,307 | $11M | 2.5% | 2026-Q2 |
| Walleye Capital LLC new | 179,992 | $11M | 2.4% | 2026-Q2 |
| BANC FUNDS CO LLC trimmed | 162,655 | $10M | 2.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 157,858 | $10M | 2.1% | 2026-Q2 |
| MORGAN STANLEY added | 126,040 | $8M | 1.7% | 2026-Q2 |
| MALTESE CAPITAL MANAGEMENT LLC added | 122,000 | $7M | 1.6% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 116,130 | $7M | 1.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 106,925 | $7M | 1.4% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 106,590 | $6M | 1.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 96,212 | $6M | 1.3% | 2026-Q2 |
| Stieven Capital Advisors, L.P. new | 94,114 | $6M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 91,966 | $6M | 1.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE new | 87,448 | $5M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 85,785 | $5M | 1.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 76,998 | $5M | 1.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 76,428 | $5M | 1.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 76,294 | $5M | 1.0% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT added | 67,146 | $4M | 0.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 66,487 | $4M | 0.9% | 2026-Q2 |
| Trexquant Investment LP added | 66,318 | $4M | 0.9% | 2026-Q2 |
| GABELLI FUNDS LLC | 62,534 | $4M | 0.8% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 59,419 | $4M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 59,177 | $4M | 0.8% | 2026-Q2 |
| EJF Capital LP new | 54,318 | $3M | 0.7% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 49,465 | $3M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 49,333 | $3M | 0.6% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 48,265 | $3M | 0.6% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 41,108 | $3M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 40,002 | $2M | 0.5% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 36,894 | $2M | 0.5% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 34,246 | $2M | 0.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 31,021 | $2M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC new | 29,741 | $2M | 0.4% | 2026-Q2 |
| Voleon Capital Management LP new | 29,730 | $2M | 0.4% | 2026-Q2 |
| Abacus Planning Group, Inc. trimmed | 29,239 | $2M | 0.4% | 2026-Q2 |
| Empowered Funds, LLC added | 29,227 | $2M | 0.4% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 29,119 | $2M | 0.4% | 2026-Q2 |
| XTX Topco Ltd added | 27,962 | $2M | 0.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 27,146 | $2M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 26,662 | $2M | 0.4% | 2026-Q2 |
| BARCLAYS PLC added | 26,376 | $2M | 0.3% | 2026-Q2 |
| PMC FIG Opportunities LLC new | 25,000 | $2M | 0.3% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 24,000 | $1M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 21,797 | $1M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 21,693 | $1M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 20,972 | $1M | 0.3% | 2026-Q2 |
| Integrated Quantitative Investments LLC added | 20,910 | $1M | 0.3% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 19,877 | $1M | 0.3% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT added | 19,639 | $1M | 0.3% | 2026-Q2 |
| Teton Advisors, LLC | 16,800 | $1M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 16,707 | $1M | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 16,412 | $1M | 0.2% | 2026-Q2 |
| Quantbot Technologies LP added | 16,229 | $992K | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 15,595 | $953K | 0.2% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC new | 14,448 | $883K | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 13,984 | $854K | 0.2% | 2026-Q2 |
| Informed Momentum Co LLC trimmed | 13,952 | $852K | 0.2% | 2026-Q2 |
| MENDON CAPITAL ADVISORS CORP added | 13,348 | $816K | 0.2% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 12,950 | $791K | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 12,940 | $791K | 0.2% | 2026-Q2 |
| Legato Capital Management LLC added | 12,897 | $788K | 0.2% | 2026-Q2 |
| De Lisle Partners LLP | 12,591 | $770K | 0.2% | 2026-Q2 |
| STRS OHIO added | 12,000 | $733K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 11,754 | $718K | 0.2% | 2026-Q2 |
| UBS Group AG added | 11,642 | $711K | 0.2% | 2026-Q2 |
| Invesco Ltd. added | 11,508 | $703K | 0.2% | 2026-Q2 |
| Penn Capital Management Company, LLC new | 11,080 | $677K | 0.1% | 2026-Q2 |
| Creative Planning added | 11,080 | $677K | 0.1% | 2026-Q2 |
| GODSEY & GIBB, INC | 11,060 | $676K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 10,251 | $626K | 0.1% | 2026-Q2 |
| Foster Victor Wealth Advisors, LLC added | 9,992 | $614K | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC new | 9,952 | $608K | 0.1% | 2026-Q2 |
| Aquatic Capital Management LLC new | 9,609 | $587K | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new | 9,113 | $557K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 8,965 | $548K | 0.1% | 2026-Q2 |
| Tidal Investments LLC trimmed | 8,405 | $514K | 0.1% | 2026-Q2 |
| ELCO Management Co., LLC added | 8,348 | $510K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8,150 | $498K | 0.1% | 2026-Q2 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 7,675 | $469K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 7,399 | $452K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 7,331 | $448K | 0.1% | 2026-Q2 |
| Wagner Wealth Management, LLC trimmed | 6,809 | $416K | 0.1% | 2026-Q2 |
| Colonial Trust Advisors | 6,610 | $404K | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 6,586 | $402K | 0.1% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 6,139 | $375K | 0.1% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC | 6,004 | $367K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 5,609 | $341K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 5,393 | $330K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 5,340 | $327K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 4,710 | $288K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 4,463 | $273K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC new | 4,289 | $262K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.