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Southern First Bancshares (SFST)

CUSIP: 842873101 | NYSE | Financial Services · Banks - Regional | Small Cap | 330 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AEndeavour Capital Advisors Inc.
with Endeavour Regional Bank Opportunities Fund II L.P.
662,8607.0%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AEndeavour Capital Advisors Inc.662,860
7.0% of class · Jun 30, 2026New 5%+ stake
with Endeavour Regional Bank Opportunities Fund II L.P.
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP394,022
0.0% of portfolio›$23.3M
Bank of New York Mellon Corp27,023
0.0% of portfolio›$1.6M
Abacus Planning Group, Inc.24,154
0.2% of portfolio›$1.4M
Sheets Smith Wealth Management19,639
0.1% of portfolio›$1.2M
Creative Planning17,086
0.0% of portfolio›$1.0M
Citigroup Inc16,266
0.0% of portfolio›$963.9K
Assenagon Asset Management S.A.12,950
0.0% of portfolio›$767.4K
Penn Capital Management Company, LLC12,577
0.1% of portfolio›$745.3K
Godsey & Gibb, Inc11,060
0.1% of portfolio›$655.4K
Foster Victor Wealth Advisors, LLC10,079
0.0% of portfolio›$596.0K
Colton Groome Financial Advisors, LLC7,675
0.1% of portfolio›$454.8K
Wagner Wealth Management, LLC6,809
0.1% of portfolio›$403.5K
Wealth Enhancement Advisory Services, LLC5,932
0.0% of portfolio›$358.3K
Elco Management Co., LLC5,000
0.1% of portfolio›$296.3K
Sentinel Trust Co LBA4,382
0.0% of portfolio›$260
SeaCrest Wealth Management, LLC3,851
0.0% of portfolio›$228.2K
Signaturefd, LLC1,930
0.0% of portfolio›$114.4K
Cullen T Bankers, Inc.955
0.0% of portfolio›$56.6K
State of Alaska, Department of Revenue708
0.0% of portfolio›$40
USA Financial Formulas665
0.0% of portfolio›$39.4K
Blue Trust, Inc.438
0.0% of portfolio›$26.0K
Versant Capital Management, Inc293
0.0% of portfolio›$17.4K
Ascentis Independent Advisors268
0.0% of portfolio›$15.9K
Gamma Investing LLC235
0.0% of portfolio›$13.9K
Pinnacle Wealth Planning Services, Inc.214
0.0% of portfolio›$12.7K
CX Institutional182
0.0% of portfolio›$11
Sterling Capital Management LLC178
0.0% of portfolio›$10.5K
SJS Investment Consulting Inc.137
0.0% of portfolio›$8.1K
EverSource Wealth Advisors, LLC114
0.0% of portfolio›$6.8K
Farther Finance Advisors, LLC93
0.0% of portfolio›$5.5K
Root Financial Partners, LLC87
0.0% of portfolio›$5.2K
Fifth Third Bancorp82
0.0% of portfolio›$4.9K
Essential Partners LLC69
0.0% of portfolio›$4.1K
Parallel Advisors, LLC67
0.0% of portfolio›$4.0K
IFP Advisors, Inc55
0.0% of portfolio›$3.3K
Chilton Capital Management LLC23
0.0% of portfolio›$1.4K
Nisa Investment Advisors, LLC15
0.0% of portfolio›$889
US Bancorp \de\13
0.0% of portfolio›$770
Torren Management, LLC13
0.0% of portfolio›$770
Provenance Wealth Advisors, LLC9
0.0% of portfolio›$533
Larson Financial Group LLC9
0.0% of portfolio›$533
True Wealth Design, LLC8
0.0% of portfolio›$475
Covestor Ltd2
0.0% of portfolio›$0
Hughes Financial Services, LLC1
0.0% of portfolio›$61
Caitong International Asset Management Co., Ltd1
0.0% of portfolio›$59
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
394,022$23.3M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
27,023$1.6M0.0%CoreLowNew York, NY2026-11-05
Abacus Planning Group, Inc.
24,154$1.4M0.2%ETFLowColumbia, SC2026-11-02
Sheets Smith Wealth Management
19,639$1.2M0.1%CoreLowWinston-Salem, NC2026-10-16
Creative Planning
17,086$1.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
16,266$963.9K0.0%CoreMediumNew York, NY2026-11-04
Assenagon Asset Management S.A.
12,950$767.4K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Penn Capital Management Company, LLC
12,577$745.3K0.1%ValueHighPhiladelphia, PA2026-11-04
Godsey & Gibb, Inc
11,060$655.4K0.1%CoreLowRichmond, VA2026-10-14
Foster Victor Wealth Advisors, LLC
10,079$596.0K0.0%CoreMediumGreenville, SC2026-10-21
Colton Groome Financial Advisors, LLC
7,675$454.8K0.1%ETFLowAsheville, NC2026-10-06
Wagner Wealth Management, LLC
6,809$403.5K0.1%ETFLowGreenville, SC2026-10-21
Wealth Enhancement Advisory Services, LLC
5,932$358.3K0.0%CoreLowPlymouth, MN2026-10-13
Elco Management Co., LLC
5,000$296.3K0.1%CoreLowNew York, NY2026-10-14
Sentinel Trust Co LBA
4,382$2600.0%ETFVery LowHouston, TX2026-11-03
SeaCrest Wealth Management, LLC
3,851$228.2K0.0%GrowthLowPurchase, NY2026-10-21
Signaturefd, LLC
1,930$114.4K0.0%IndexLowAtlanta, GA2026-10-23
Cullen T Bankers, Inc.
955$56.6K0.0%GrowthLowSan Antonio, TX2026-10-28
State of Alaska, Department of Revenue
708$400.0%CoreVery LowJuneau, AK2026-10-15
USA Financial Formulas
665$39.4K0.0%ETFVery HighAda, MI2026-10-16
Blue Trust, Inc.
438$26.0K0.0%ETFLowBrentwood, TN2026-10-15
Versant Capital Management, Inc
293$17.4K0.0%GARPLowPhoenix, AZ2026-10-02
Ascentis Independent Advisors
268$15.9K0.0%ETFLowDallas, TX2026-11-03
Gamma Investing LLC
235$13.9K0.0%IndexVery LowFoster City, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
214$12.7K0.0%GARPLowMansfield, OH2026-10-27
CX Institutional
182$110.0%CoreMediumAuburn, IN2026-10-02
Sterling Capital Management LLC
178$10.5K0.0%GARPMediumCharlotte, NC2026-10-22
SJS Investment Consulting Inc.
137$8.1K0.0%ETFVery LowSylvania, OH2026-10-26
EverSource Wealth Advisors, LLC
114$6.8K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
93$5.5K0.0%IndexLowSan Francisco, CA2026-10-08
Root Financial Partners, LLC
87$5.2K0.0%ETFMediumEncinitas, CA2026-10-21
Fifth Third Bancorp
82$4.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Essential Partners LLC
69$4.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Parallel Advisors, LLC
67$4.0K0.0%IndexLowSan Francisco, CA2026-11-03
IFP Advisors, Inc
55$3.3K0.0%GrowthLowTampa, FL2026-10-16
Chilton Capital Management LLC
23$1.4K0.0%GrowthMediumHouston, TX2026-10-28
Nisa Investment Advisors, LLC
15$8890.0%IndexVery LowSt. Louis, MO2026-10-20
US Bancorp \de\
13$7700.0%IndexLowMinneapolis, MN2026-11-05
Torren Management, LLC
13$7700.0%ETFMediumSan Diego, CA2026-10-29
Provenance Wealth Advisors, LLC
9$5330.0%ETFLowFort Lauderdale, FL2026-10-30
Larson Financial Group LLC
9$5330.0%GrowthLowSt Louis, MO2026-11-05
True Wealth Design, LLC
8$4750.0%ETFMediumAkron, OH2026-10-13
Covestor Ltd
2$00.0%ValueHighLondon, United Kingdom2026-10-30
Hughes Financial Services, LLC
1$610.0%ETFLowHerndon, VA2026-10-30
Caitong International Asset Management Co., Ltd
1$590.0%GrowthVery HighHong Kong, South Korea2026-10-29