Southern First Bancshares Ownership | Who Owns Southern First Bancshares?
Southern First Bancshares Ownership Summary
Southern First Bancshares is owned by 78.71% institutional investors, 6.81% insiders, and 14.48% retail investors. Fj capital management is the largest institutional shareholder, holding 9.95% of SFST shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 5.80% of its assets in Southern First Bancshares shares.
SFST Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southern First Bancshares | 78.71% | 6.81% | 14.48% |
| Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
| Industry | Regional Banks Stocks | 51.80% | 12.03% | 36.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fj capital management | 807.22K | 9.95% | $23.60M |
| Blackrock funding, inc. /de | 770.56K | 9.56% | $30.63M |
| Blackrock | 764.79K | 9.43% | $22.36M |
| T. rowe price investment management | 764.46K | 9.43% | $22.35M |
| Endeavour capital advisors | 523.58K | 6.46% | $15.31M |
| Vanguard group | 413.55K | 5.10% | $12.09M |
| Banc funds | 401.24K | 4.95% | $11.73M |
| Dimensional fund advisors lp | 323.00K | 3.98% | $9.44M |
| Ameriprise financial | 272.14K | 3.36% | $7.96M |
| Geode capital management | 168.05K | 2.07% | $4.91M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Endeavour capital advisors | 523.58K | 5.33% | $15.31M |
| Fj capital management | 807.22K | 2.47% | $23.60M |
| Banc funds | 401.24K | 1.39% | $11.73M |
| Teton advisors | 36.00K | 0.44% | $1.05M |
| Seacrest wealth management | 58.81K | 0.25% | $2.34M |
| Abacus planning group | 31.12K | 0.22% | $1.24M |
| Koss-olinger consulting | 42.40K | 0.15% | $1.69M |
| Elco management | 7.84K | 0.13% | $229.30K |
| Mendon capital advisors | 7.84K | 0.13% | $229.30K |
| Colton groome financial advisors | 7.67K | 0.12% | $305.08K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Koss-olinger consulting | 42.40K | 0.15% | 42.40K |
| Bridgeway capital management | 57.10K | 0.04% | 17.20K |
| Assenagon asset management | 44.64K | 0.00% | 13.50K |
| Dimensional fund advisors lp | 323.00K | 0.00% | 10.14K |
| Long focus capital management | 10.00K | 0.01% | 10.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boothbay fund management | - | - | -62.12K |
| Wellington management group llp | 88.94K | 0.00% | -19.70K |
| Kennedy capital management | - | - | -17.09K |
| Millennium management | - | - | -16.38K |
| Seacrest wealth management | 58.81K | 0.25% | -12.45K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Koss-olinger consulting | 42.40K | 0.15% | 42.40K | $1.69M |
| Jane street group | 8.14K | 0.00% | 8.14K | $238.01K |
| Corebridge financial | 4.15K | 0.00% | 4.15K | $121.43K |
| Mirae asset global etfs | 3.25K | 0.00% | 3.25K | $95.15K |
| Colonial trust co / sc | 1.21K | 0.01% | 1.21K | $35.23K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Advisor group | -8.00 |
| Capital performance advisors llp | -25.00 |
| Citadel advisors | -300.00 |
| International assets investment management | -375.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 100 | 5.26% | 6,347,503 | 1.44% | 78 | 1.33% | 46 | -8.00% | 22 | - |
| Jun 30, 2024 | 94 | 2.17% | 6,257,185 | -0.66% | 77 | 1.26% | 49 | 44.12% | 22 | -31.25% |
| Mar 31, 2024 | 92 | - | 6,298,915 | -0.10% | 78 | 1.29% | 34 | -8.11% | 32 | -5.88% |
| Dec 31, 2023 | 92 | 5.75% | 6,305,209 | 0.99% | 77 | 1.30% | 37 | -9.76% | 34 | 47.83% |
| Sep 30, 2023 | 87 | 7.41% | 6,243,352 | -1.67% | 77 | 1.24% | 41 | 2.50% | 23 | 15.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 473.01K | 5.80% | - |
| Vanguard Total Stock Mkt Idx Inv | 241.08K | 2.95% | - |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 229.06K | 2.81% | 977.00 |
| iShares Russell 2000 ETF | 226.58K | 2.77% | -1.70K |
| Columbia Small Cap Value I A | 179.37K | 2.20% | 300.00 |
| Columbia Small Cap Value I | 179.37K | 2.20% | 2.50K |
| Vanguard Institutional Extnd Mkt Idx Tr | 122.02K | 1.50% | - |
| Avantis US Small Cap Value ETF | 90.44K | 1.11% | - |
| Fidelity Small Cap Index | 75.83K | 0.93% | - |
| iShares Russell 2000 Value ETF | 74.56K | 0.91% | 102.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 18, 2024 | Grayson-Caprio Terry | - | Buy | $6.80K |
| Nov 25, 2024 | Fairchild Julie Ann | Chief Accounting Officer | Sell | $45.23K |
| Sep 17, 2024 | CUBBAGE LEIGHTON M | - | Sell | $16.88K |
| Sep 17, 2024 | CUBBAGE LEIGHTON M | - | Sell | $33.88K |
| Sep 17, 2024 | CUBBAGE LEIGHTON M | - | Sell | $17.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 1 | 1 |
| 2024 Q3 | - | 13 |
| 2024 Q2 | - | 7 |
| 2024 Q1 | 1 | 16 |
| 2023 Q4 | 5 | - |
SFST Ownership FAQ
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