Institutional Ownership Southern First Bancshares Inc (SFST)
This table provides information about the institutional ownership of Southern First Bancshares Inc (SFST). We have compiled data on the 121 institutions that hold shares in the stock, with a total of 6.82 Million shares, which have been reported (via 13F filing form) to have a value of $327 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
438
shares
|
$21,010
0.0% of portfolio
|
Q1 2025
Reduced 36.52%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
397
shares
|
$19,044
0.0% of portfolio
|
Q2 2025
Reduced 34.7%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
295
shares
|
$14,151
0.0% of portfolio
|
Q3 2025
Reduced 81.94%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
268
shares
|
$12,855
0.0% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
262
shares
|
$12,568
0.0% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
259
shares
|
$12,424
0.0% of portfolio
|
Q1 2024
Reduced 63.11%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
218
shares
|
$10,457
0.0% of portfolio
|
Q1 2017
Added 232.57%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
195
shares
|
$9,354
0.0% of portfolio
|
Q4 2025
Added 42.34%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
100
shares
|
$4,797
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
92
shares
|
$4,413
0.0% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
72
shares
|
$3,453
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
67
shares
|
$3,213
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
62
shares
|
$2,974
0.0% of portfolio
|
Q2 2025
Added 463.64%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
53
shares
|
$2,542
0.0% of portfolio
|
Q3 2025
Added 51.43%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
16
shares
|
$767
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
15
shares
|
$719
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
13
shares
|
$623
0.0% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
13
shares
|
$623
0.0% of portfolio
|
Q3 2025
Added 550.0%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
5
shares
|
$239
0.0% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$47
0.0% of portfolio
|
Q3 2025
Reduced 97.06%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|