Southern First Bancshares Ownership | Who Owns Southern First Bancshares?

Southern First Bancshares Ownership Summary

Southern First Bancshares is owned by 77.15% institutional investors, 6.81% insiders, and 16.04% 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 5.81% of its assets in Southern First Bancshares shares.

SFST Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Southern First Bancshares	77.15%	6.81%	16.04%
Sector	Financial Services Stocks	43.55%	12.63%	43.82%
Industry	Regional Banks Stocks	49.57%	11.62%	38.81%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fj capital management	807.22K	9.95%	$23.60M
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
State street	154.89K	1.91%	$4.53M

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	93.64K	0.31%	$2.74M
Abacus planning group	31.83K	0.18%	$930.59K
Elco management	7.84K	0.13%	$229.30K
Mendon capital advisors	7.84K	0.13%	$229.30K
Wagner wealth management	11.32K	0.10%	$331.03K
Cornercap investment counsel	16.50K	0.08%	$482.31K

Top Buyers

Holder	Shares	% Assets	Change
Bridgeway capital management	57.10K	0.04%	17.20K
Wagner wealth management	11.32K	0.10%	11.32K
Dimensional fund advisors lp	323.00K	0.00%	10.14K
Long focus capital management	10.00K	0.01%	10.00K
T. rowe price investment management	764.46K	0.01%	8.79K

Top Sellers

Holder	Shares	% Assets	Change
Boothbay fund management	-	-	-62.12K
Seacrest wealth management	93.64K	0.31%	-45.67K
Wellington management group llp	88.94K	0.00%	-19.70K
Kennedy capital management	-	-	-17.09K
Millennium management	-	-	-16.38K

New Positions

Holder	Shares	% Assets	Change	Value
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
Org partners	332.00	0.00%	332.00	$9.64M

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Advisor group	-8.00
Citadel advisors	-300.00
Metropolitan life insurance co/ny	-476.00
Southstate	-804.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2023	81	-7.95%	6,349,312	1.78%	79	1.31%	40	17.65%	20	-37.50%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
T. Rowe Price Small-Cap Value	473.99K	5.81%	-4.29K
Vanguard Total Stock Mkt Idx Inv	241.08K	2.95%	-
T. Rowe Price U.S. SC Value Eq Tr-Z	228.09K	2.80%	15.65K
iShares Russell 2000 ETF	205.03K	2.51%	-462.00
Columbia Small Cap Value I	176.87K	2.17%	6.20K
Columbia Small Cap Value I A	176.87K	2.17%	-
Vanguard Institutional Extnd Mkt Idx Tr	122.02K	1.50%	-
Fidelity Small Cap Index	77.34K	0.95%	-1.33K
iShares Russell 2000 Value ETF	76.40K	0.94%	-
Avantis US Small Cap Value ETF	71.83K	0.88%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 17, 2024	CUBBAGE LEIGHTON M	-	Sell	$17.13K
Sep 17, 2024	CUBBAGE LEIGHTON M	-	Sell	$16.88K
Sep 17, 2024	CUBBAGE LEIGHTON M	-	Sell	$17.10K
Sep 17, 2024	CUBBAGE LEIGHTON M	-	Sell	$33.88K
Sep 16, 2024	CUBBAGE LEIGHTON M	-	Sell	$506.19

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	13
2024 Q2	-	7
2024 Q1	1	16
2023 Q4	5	-
2023 Q3	5	-

SFST Ownership FAQ

Who Owns Southern First Bancshares?

Southern First Bancshares shareholders are primarily institutional investors at 77.15%, followed by 6.81% insiders and 16.04% retail investors. The average institutional ownership in Southern First Bancshares's industry, Regional Banks Stocks, is 49.57%, which Southern First Bancshares exceeds.

Who owns the most shares of Southern First Bancshares?

Southern First Bancshares’s largest shareholders are Fj capital management (807.22K shares, 9.95%), Blackrock (764.79K shares, 9.43%), and T. rowe price investment management (764.46K shares, 9.43%). Together, they hold 28.81% of Southern First Bancshares’s total shares outstanding.

Does Blackrock own Southern First Bancshares?

Yes, BlackRock owns 9.43% of Southern First Bancshares, totaling 764.79K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 22.36M$. In the last quarter, BlackRock increased its holdings by 4.8K shares, a 0.63% change.

Who is Southern First Bancshares’s biggest shareholder by percentage of total assets invested?

Endeavour capital advisors is Southern First Bancshares’s biggest shareholder by percentage of total assets invested, with 5.33% of its assets in 523.58K Southern First Bancshares shares, valued at 15.31M$.

Who is the top mutual fund holder of Southern First Bancshares shares?

T. Rowe Price Small-Cap Value is the top mutual fund holder of Southern First Bancshares shares, with 5.81% of its total shares outstanding invested in 473.99K Southern First Bancshares shares.

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