13FBOX
SOUTHERN FIRST BANCSHARES COM · 13F Institutional Holdings
Options Calculator Rankings

SOUTHERN FIRST BANCSHARES COM

SFST
Institutions
164
Combined AUM (Q2 2026)
$522.1M
Combined Shares (Q2 2026)
8.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.3M
111 · 35 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-505,128
43 · 19 Exit · ≈
⚖️ Net
+1.8M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$522.1M
Institutions
164
New Buys
35
Adds
76
Reduces
24
Exits
19
Unchanged
29
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
FJ Capital Management LLC
7.08%4.95%#2$54.5M892,223$44.0M807,223+85,000+10.53%Add
T. Rowe Price Investment Management, Inc.
0.03%0.03%#25$51.6M844,650$44.6M817,841+26,809+3.28%Add
BlackRock, Inc.
<0.01%<0.01%#88$50.7M830,375$38.8M712,410+117,965+16.56%Add
ENDEAVOUR CAPITAL ADVISORS INC
8.31%7.51%#1$40.5M662,860$33.1M607,405+55,455+9.13%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#96$24.0M392,789$18.8M344,885+47,904+13.89%Add
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#47$23.7M387,861$20.7M380,368+7,493+1.97%Add
STATE STREET CORP
<0.01%<0.01%#89$22.8M373,521$9.2M167,963+205,558+122.38%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#55$15.1M247,644$14.8M271,243-23,599-8.70%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#87$14.5M237,053$9.8M180,231+56,822+31.53%Add
RENAISSANCE TECHNOLOGIES LLC
0.02%0.01%#39$11.4M186,307$8.2M150,607+35,700+23.70%Add
Walleye Capital LLC
0.04%#23$11.0M179,992$00+179,992New Buy
BANC FUNDS CO LLC
1.64%1.74%#5$9.9M162,655$9.4M171,655-9,000-5.24%Reduce
AMERICAN CENTURY COMPANIES INC
<0.01%<0.01%#48$9.6M157,858$8.1M149,417+8,441+5.65%Add
MORGAN STANLEY
<0.01%<0.01%#98$7.7M126,040$2.2M49,308+76,732+155.62%Add
MALTESE CAPITAL MANAGEMENT LLC
1.36%0.38%#6$7.5M122,000$1.9M35,026+86,974+248.31%Add
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.02%0.02%#36$7.1M116,130$6.3M115,130+1,000+0.87%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#92$6.5M106,925$3.6M65,904+41,021+62.24%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#108$5.9M96,212$182,5123,388+92,824+2,739.79%Add
ALLIANCEBERNSTEIN L.P.
<0.01%<0.01%#61$5.8M106,590$2.1M41,563+65,027+156.45%Add
Stieven Capital Advisors, L.P.
1.1%#7$5.8M94,114$00+94,114New Buy
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#102$5.6M91,966$991,95418,201+73,765+405.28%Add
MANUFACTURERS LIFE INSURANCE COMPANY, THE
<0.01%#49$5.3M87,448$00+87,448New Buy
NORTHERN TRUST CORP
<0.01%<0.01%#91$5.2M85,785$3.9M71,086+14,699+20.68%Add
Russell Investments Group, Ltd.
<0.01%<0.01%#52$4.7M76,998$2.9M53,293+23,705+44.48%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#64$4.7M76,428$1.5M26,683+49,745+186.43%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#122$4.7M76,294$2.4M44,749+31,545+70.49%Add
ZACKS INVESTMENT MANAGEMENT
0.03%0.03%#29$4.1M67,146$3.4M61,498+5,648+9.18%Add
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#71$4.1M66,487$714,11413,103+53,384+407.42%Add
Trexquant Investment LP
0.02%0.01%#33$4.1M66,318$1.2M22,261+44,057+197.91%Add
GABELLI FUNDS LLC
0.02%0.02%#32$3.8M62,534$3.4M62,53400.00%Unchanged
Qube Research & Technologies Ltd
<0.01%<0.01%#53$3.6M59,419$2.0M37,466+21,953+58.59%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#86$3.6M59,177$2.8M51,088+8,089+15.83%Add
EJF Capital LP
2.22%#4$3.3M54,318$00+54,318New Buy
WELLINGTON MANAGEMENT GROUP LLP
<0.01%#95$3.0M49,465$00+49,465New Buy
CITADEL ADVISORS LLC
<0.01%#104$3.0M49,333$00+49,333New Buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.05%0.06%#21$2.9M48,265$3.1M56,634-8,369-14.78%Reduce
ACADIAN ASSET MANAGEMENT LLC
<0.01%0.01%#54$2.7M44,884$6.8M124,585-79,701-63.97%Reduce
ALGERT GLOBAL LLC
0.03%0.03%#28$2.5M41,108$1.9M34,008+7,100+20.88%Add
D. E. Shaw & Co., Inc.
<0.01%<0.01%#75$2.4M40,002$836,13915,342+24,660+160.74%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%<0.01%#80$2.3M36,894$2.4M44,527-7,633-17.14%Reduce
Connor, Clark & Lunn Investment Management Ltd.
<0.01%<0.01%#50$2.1M34,246$644,13611,819+22,427+189.75%Add
BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#83$1.9M31,021$404,5547,423+23,598+317.90%Add
VICTORY CAPITAL MANAGEMENT INC
<0.01%#79$1.8M29,741$00+29,741New Buy
Voleon Capital Management LP
0.03%#26$1.8M29,730$00+29,730New Buy
Abacus Planning Group, Inc.
0.22%0.22%#11$1.8M29,239$1.7M30,375-1,136-3.74%Reduce
Empowered Funds, LLC
0.01%0.01%#43$1.8M29,227$1.5M27,241+1,986+7.29%Add
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#58$1.8M29,119$1.6M28,983+136+0.47%Add
XTX Topco Ltd
0.02%0.01%#35$1.7M27,962$767,96014,091+13,871+98.44%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#119$1.7M27,146$1.2M22,075+5,071+22.97%Add
Bank of New York Mellon Corp
<0.01%<0.01%#111$1.6M26,662$1.1M20,230+6,432+31.79%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow