SOUTHERN FIRST BANCSHARES COM

SOUTHERN FIRST BANCSHARES COM is a security (CUSIP 842873101) tracked across SEC portfolio filings. 153 institutional managers reported $317.0M on Form 13F as of 2026-06-30; 17 registered fund positions totaling $38.8M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 153 managers by value.

ManagerLocationValueShares
FJ Capital Management LLCMCLEAN, VA$44.0M807,223
BlackRock, Inc.New York, NY$38.8M712,410
ENDEAVOUR CAPITAL ADVISORS INCGREENWICH, CT$33.1M607,405
VANGUARD GROUP INCValley Forge, PA$22.5M437,014
DIMENSIONAL FUND ADVISORS LPAUSTIN, TX$20.7M380,368
rhino investment partners, IncWEST CONSHOHOCKEN, PA$11.5M210,121
Walleye Capital LLCNEW YORK, NY$11.0M179,992
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$9.8M180,231
BANC FUNDS CO LLCCHICAGO, IL$9.4M171,655
STATE STREET CORPBOSTON, MA$9.2M167,963
RENAISSANCE TECHNOLOGIES LLCNEW YORK, NY$8.2M150,607
AMERICAN CENTURY COMPANIES INCKANSAS CITY, MO$8.1M149,417
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCLos Angeles, CA$6.3M115,130
Russell Investments Group, Ltd.Seattle, WA$4.7M76,881
MORGAN STANLEYNEW YORK, NY$4.6M84,604

Top fund holders (N-PORT)

Showing 15 of 17 fund positions by value.

FundRegistrantValue% of fund
T. Rowe Price Small-Cap Value Fund, Inc.T. ROWE PRICE SMALL-CAP VALUE FUND, INC.$24.5M26.54%
VANGUARD EXTENDED MARKET INDEX FUNDVANGUARD INDEX FUNDS$4.7M0.57%
VANGUARD RUSSELL 2000 INDEX FUNDVANGUARD SCOTTSDALE FUNDS$2.3M1.32%
Regional Bank FundJohn Hancock Investment Trust II$2.2M25.56%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC$1.9M2.58%
Master Small Cap Index SeriesQuantitative Master Series LLC$734K1.52%
Gabelli Equity Trust IncGabelli Equity Trust Inc$733K4.23%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETFGoldman Sachs ETF Trust$539K5.47%
Bridge Builder Tax Managed Small/Mid Cap FundBridge Builder Trust$433K1.43%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$246K0.04%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUNDVANGUARD INSTITUTIONAL INDEX FUNDS$212K0.07%
The Gabelli Asset FundGabelli Asset Fund$104K0.66%
BlackRock Advantage SMID Cap Fund, Inc.BlackRock Advantage SMID Cap Fund, Inc.$100K1.33%
DWS Small Cap Index VIPDEUTSCHE DWS INVESTMENTS VIT FUNDS$59K1.41%
TIAA Separate Account VA-1 - Stock Index AccountTIAA Separate Account VA-1$12K0.10%

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