SFST — SOUTHERN FIRST BANCSHARES
As of Q2 2026, 30 SEC-registered investment managers reported holding SFST (SOUTHERN FIRST BANCSHARES) in their latest 13F filings, with a combined reported value of $143.22M across 2.35M shares. That is +57.5% by share count (+857.28K shares) versus the previous quarter, while reported value moved +76.7%. Ownership is concentrated: the five largest holders account for 63.4% of reported value and the top ten for 82.1%.
Compared with the prior quarter, 7 opened new positions, 20 added to existing stakes, 2 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SFST is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 830.38K | $50.74M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 437.01K | $22.51M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 237.05K | $14.49M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 186.31K | $11.38M | 0.02% | Add |
| Morgan Stanley history | Q2 2026 | 126.04K | $7.70M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 106.92K | $6.53M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 96.21K | $5.87M | 0.00% | New |
| Bank of America Corp history | Q2 2026 | 91.97K | $5.62M | 0.00% | Add |
| Manulife Financial history | Q2 2026 | 87.45K | $5.34M | 0.00% | New |
| Northern Trust Corp history | Q2 2026 | 85.78K | $5.24M | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 76.43K | $4.67M | 0.00% | Add |
| Millennium Management history | Q2 2026 | 66.49K | $4.06M | 0.00% | Add |
| Royce & Associates history | Q4 2021 | 50.01K | $3.12M | 0.02% | Reduce |
| Wellington Management Group history | Q2 2026 | 49.47K | $3.02M | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 49.33K | $3.01M | 0.00% | New |
| D. E. Shaw & Co history | Q2 2026 | 40.00K | $2.44M | 0.00% | Add |
| Arrowstreet Capital history | Q2 2026 | 36.89K | $2.25M | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 27.15K | $1.66M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 26.66K | $1.63M | 0.00% | Add |
| Marshall Wace history | Q2 2026 | 21.69K | $1.33M | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 96.21K sh · $5.87M
- Manulife Financial 87.45K sh · $5.34M
- Wellington Management Group 49.47K sh · $3.02M
- Citadel Advisors 49.33K sh · $3.01M
- Soros Fund Management 14.45K sh · $882.77K
- Two Sigma Investments 13.98K sh · $854.42K
- PNC Financial Services 17 sh · $1.04K
Fully Exited (vs previous quarter)
- Point72 Asset Management sold 4.49K sh · $244.81K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 772.26K | 770.56K | 759.18K | 736.64K | 727.22K | 721.83K | 712.41K | 830.38K |
| Geode Capital Management | 124.88K | 124.76K | 127.26K | 130.88K | 131.08K | 133.91K | 139.69K | 146.61K | 149.82K | 154.38K | 160.63K | 168.05K | 171.21K | 171.39K | 176.76K | 180.59K | 179.61K | 178.71K | 180.23K | 237.05K |
| Renaissance Technologies | 108.81K | 97.01K | 118.61K | 110.55K | 97.21K | 90.90K | 71.81K | 80.01K | 81.21K | 80.51K | 84.51K | 92.29K | 104.81K | 103.61K | 99.31K | 96.41K | 117.01K | 127.91K | 150.61K | 186.31K |
| Morgan Stanley | 8.86K | 9.11K | 9.37K | 25.15K | 31.78K | 31.31K | 34.39K | 51.41K | 50.03K | 60.31K | 58.61K | 49.91K | 62.19K | 54.56K | 53.03K | 56.06K | 49.31K | 54.05K | 84.60K | 126.04K |
| Goldman Sachs Group | 33.63K | 33.41K | 42.52K | 49.00K | 55.18K | 55.35K | 44.60K | 47.84K | 50.87K | 39.45K | 33.66K | 37.16K | 64.82K | 63.53K | 66.60K | 58.31K | 70.10K | 77.98K | 65.90K | 106.92K |
| JPMorgan Chase & Co | 13.05K | 17.97K | 12.50K | 46.56K | 40.84K | 37.67K | 23.89K | 19.72K | 5.21K | 7.91K | 14.64K | 6.13K | 14.52K | 26.77K | 12.95K | 6.14K | 7.76K | 5.88K | — | 96.21K |
| Bank of America Corp | 5.27K | 6.79K | 5.63K | 2.76K | 11.85K | 16.48K | 10.52K | 10.46K | 12.83K | 15.68K | 5.30K | 6.54K | 6.66K | 9.11K | 9.16K | 8.00K | 8.19K | 10.22K | 18.20K | 91.97K |
| Manulife Financial | 400.75K | 405.22K | 406.38K | 402.48K | 389.75K | 379.87K | 374.20K | — | — | — | — | — | — | — | — | — | — | — | — | 87.45K |
| Northern Trust Corp | 78.66K | 77.03K | 74.35K | 73.48K | 73.33K | 74.12K | 72.58K | 73.08K | 73.72K | 79.03K | 80.21K | 77.09K | 76.72K | 79.28K | 78.54K | 74.57K | 72.22K | 66.77K | 71.09K | 85.78K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 9.48K | 20.32K | 23.03K | 26.68K | 76.43K |
| Millennium Management | 5.33K | — | 19.31K | 12.15K | — | — | — | — | — | — | 16.38K | — | — | — | 8.30K | 5.88K | 14.22K | 6.04K | 13.10K | 66.49K |
| Wellington Management Group | 270.55K | 248.67K | 226.01K | 232.41K | 165.01K | 165.01K | 95.52K | 113.52K | 118.81K | 151.44K | 108.64K | 88.94K | 53.90K | 65.44K | 34.11K | 35.98K | — | — | — | 49.47K |
| Citadel Advisors | — | — | 5.27K | 16.26K | 10.82K | — | — | — | — | — | 12.84K | 14.48K | 22.34K | 13.58K | 8.43K | 22.80K | 11.45K | 35.74K | — | 49.33K |
| D. E. Shaw & Co | — | — | 5.42K | 5.06K | — | — | — | — | — | — | 6.51K | 8.08K | 8.28K | 7.95K | 8.38K | 7.70K | 9.44K | 23.83K | 15.34K | 40.00K |
| Arrowstreet Capital | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 17.13K | 33.46K | 44.53K | 36.89K |
| Charles Schwab Investment Management | 18.86K | 18.86K | 19.36K | 19.62K | 19.60K | 19.95K | 20.44K | 20.51K | 20.51K | 20.51K | 20.51K | 21.57K | 21.48K | 21.57K | 21.68K | 22.57K | 22.57K | 22.34K | 22.07K | 27.15K |
| BNY Mellon | 28.73K | 28.56K | 29.20K | 26.37K | 28.81K | 36.91K | 35.75K | 35.69K | 35.95K | 30.33K | 29.71K | 32.65K | 24.51K | 21.54K | 21.07K | 22.09K | 22.72K | 20.85K | 20.23K | 26.66K |
| Marshall Wace | — | 197 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 15.98K | 50.45K | 24.60K | 21.69K |
| Franklin Resources | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 6.62K | 4.99K | 4.99K | 15.60K |
| Soros Fund Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 14.45K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details