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SOUTHERN FIRST BANCSHARES INC — reported holders

28 institutional managers with a reported position

This is history, not a current position. Each row is what a manager reported for the quarter shown, published up to 45 days after that quarter ended.

Aggregates

computed from the rows below
Managers reporting
28
Combined reported value
$39.9M
Top 5 concentration
77.9%
Median position
$258.8K
Largest position
$15.1M
Quarters represented
1
managers file on different schedules
Most recent quarter
2026Q2
Managers reporting shares
28
ManagerQuarterValueSharesFiled
AMERIPRISE FINANCIAL INC2026Q2$15.1M247,6442026-08-14
ALLIANCEBERNSTEIN L.P.2026Q2$5.8M106,5902026-08-14
MANUFACTURERS LIFE INSURANCE COMPANY, THE2026Q2$5.3M87,4482026-09-09
ALGERT GLOBAL LLC2026Q2$2.5M41,1082026-08-13
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2026Q2$2.3M36,8942026-08-13
Abacus Planning Group, Inc.2026Q2$1.8M29,2392026-07-20
Astoria Portfolio Advisors LLC.2026Q2$1.8M29,2272026-08-17
CITADEL ADVISORS LLC2026Q2$1.7M28,1032026-09-02
Assenagon Asset Management S.A.2026Q2$791.2K12,9502026-08-21
CITIGROUP INC2026Q2$716K11,7192026-08-03
GODSEY & GIBB, INC2026Q2$675.8K11,0602026-07-13
COLTON GROOME FINANCIAL ADVISORS, LLC2026Q2$468.9K7,6752026-07-22
BlackRock, Inc.2026Q2$424.1K6,9412026-08-07
MERCER GLOBAL ADVISORS INC /ADV2026Q2$258.8K4,2362026-08-19
Ameritas Investment Partners, Inc.2026Q2$51K8352026-08-13
Cullen/Frost Bankers, Inc.2026Q2$49.2K8052026-07-27
Blue Trust, Inc.2026Q2$26.8K4382026-07-21
BROWN BROTHERS HARRIMAN & CO2026Q2$24.3K3972026-08-12
Allworth Financial LP2026Q2$21.3K3482026-08-11
Versant Capital Management, Inc2026Q2$16K2622026-07-02
Anchor Investment Management, LLC2026Q2$13.3K2182026-09-15
ACADIAN ASSET MANAGEMENT LLC2026Q2$2.7K44,8842026-08-13
AMERICAN CENTURY COMPANIES INC2026Q2$1.9K312026-08-14
CHILTON CAPITAL MANAGEMENT LLC2026Q2$1.4K232026-08-04
Farther Finance Advisors, LLC2026Q2$1.2K192026-07-17
Bank of New York Mellon Corp2026Q2$11922026-08-06
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026Q2$1096,6602026-08-24
Caitong International Asset Management Co., Ltd2026Q2$6112026-08-05

Source: U.S. Securities and Exchange Commission, Form 13F