SOUTHERN FIRST BANCSHARES INC — reported holders
31 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 belowManagers reporting
31
Combined reported value
$43.9M
Top 5 concentration
76.6%
Median position
$49.2K
Largest position
$15.1M
Quarters represented
2
managers file on different schedules
Most recent quarter
2026Q3
Managers reporting shares
31
| Manager | Quarter | Value | Shares | Filed | Recorded (UTC) |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 2026Q2 | $15.1M | 247,644 | 2026-08-14 | 2026-08-15 03:50:33.900 UTC |
| ALLIANCEBERNSTEIN L.P. | 2026Q2 | $5.8M | 106,590 | 2026-08-14 | 2026-08-15 03:50:22.417 UTC |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2026Q2 | $5.3M | 87,448 | 2026-09-09 | 2026-09-10 03:50:13.229 UTC |
| BlackRock, Inc. | 2026Q2 | $4.9M | 79,694 | 2026-08-07 | 2026-08-08 03:51:54.443 UTC |
| ALGERT GLOBAL LLC | 2026Q2 | $2.5M | 41,108 | 2026-08-13 | 2026-08-14 03:50:11.548 UTC |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2026Q2 | $2.3M | 36,894 | 2026-08-13 | 2026-08-14 03:50:17.614 UTC |
| Abacus Planning Group, Inc. | 2026Q2 | $1.8M | 29,239 | 2026-07-20 | 2026-07-26 16:42:25.528 UTC |
| Astoria Portfolio Advisors LLC. | 2026Q2 | $1.8M | 29,227 | 2026-08-17 | 2026-08-18 03:50:13.554 UTC |
| CITADEL ADVISORS LLC | 2026Q2 | $1.7M | 28,103 | 2026-09-02 | 2026-09-07 03:51:12.957 UTC |
| Assenagon Asset Management S.A. | 2026Q3 | $767.4K | 12,950 | 2026-10-15 | 2026-10-16 03:50:19.295 UTC |
| GODSEY & GIBB, INC | 2026Q2 | $675.8K | 11,060 | 2026-07-13 | 2026-08-06 04:12:20.622 UTC |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 2026Q3 | $454.8K | 7,675 | 2026-10-06 | 2026-10-07 03:50:17.279 UTC |
| ELCO Management Co., LLC | 2026Q3 | $296.3K | 5,000 | 2026-10-14 | 2026-10-15 03:50:25.820 UTC |
| MERCER GLOBAL ADVISORS INC /ADV | 2026Q2 | $258.8K | 4,236 | 2026-08-19 | 2026-08-20 03:50:18.193 UTC |
| Ameritas Investment Partners, Inc. | 2026Q2 | $51K | 835 | 2026-08-13 | 2026-08-14 03:50:38.354 UTC |
| Cullen/Frost Bankers, Inc. | 2026Q2 | $49.2K | 805 | 2026-07-27 | 2026-08-06 04:04:42.051 UTC |
| CITIGROUP INC | 2026Q2 | $42.2K | 690 | 2026-08-03 | 2026-08-06 03:54:52.286 UTC |
| Blue Trust, Inc. | 2026Q3 | $26K | 438 | 2026-10-15 | 2026-10-16 03:50:40.590 UTC |
| BROWN BROTHERS HARRIMAN & CO | 2026Q2 | $24.3K | 397 | 2026-08-12 | 2026-08-13 03:51:18.908 UTC |
| Allworth Financial LP | 2026Q2 | $21.3K | 348 | 2026-08-11 | 2026-08-12 03:50:09.646 UTC |
| Versant Capital Management, Inc | 2026Q3 | $17.4K | 293 | 2026-10-02 | 2026-10-03 03:50:15.741 UTC |
| GAMMA Investing LLC | 2026Q3 | $13.9K | 235 | 2026-10-08 | 2026-10-09 03:51:30.802 UTC |
| Anchor Investment Management, LLC | 2026Q2 | $13.3K | 218 | 2026-09-15 | 2026-09-18 03:50:20.159 UTC |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2026Q2 | $6.7K | 109 | 2026-08-24 | 2026-08-25 03:50:14.792 UTC |
| Farther Finance Advisors, LLC | 2026Q3 | $5.5K | 93 | 2026-10-08 | 2026-10-09 03:51:03.381 UTC |
| ACADIAN ASSET MANAGEMENT LLC | 2026Q2 | $2.7K | 44,884 | 2026-08-13 | 2026-08-14 03:50:06.701 UTC |
| CHILTON CAPITAL MANAGEMENT LLC | 2026Q2 | $1.4K | 23 | 2026-08-04 | 2026-08-06 03:53:08.271 UTC |
| AMERICAN CENTURY COMPANIES INC | 2026Q2 | $122 | 2 | 2026-08-14 | 2026-08-15 03:50:59.893 UTC |
| Bank of New York Mellon Corp | 2026Q2 | $119 | 2 | 2026-08-06 | 2026-08-07 03:50:55.512 UTC |
| Caitong International Asset Management Co., Ltd | 2026Q2 | $61 | 1 | 2026-08-05 | 2026-08-06 03:51:05.103 UTC |
| CX Institutional | 2026Q3 | $11 | 182 | 2026-10-02 | 2026-10-03 03:50:04.035 UTC |