SFST / Southern First Bancshares, Inc. - Pemilikan Institusi - Pembeli

Southern First Bancshares, Inc.
US ˙ NasdaqGM ˙ US8428731017

Pemilikan Institusi dan Dana - Pembeli

Pemegang utama yang telah membuka kedudukan baru dalam Southern First Bancshares, Inc. termasuk Zacks Investment Management, Wealth Enhancement Advisory Services, Llc, SMIZ - Zacks Small/Mid Cap ETF, Aqr Capital Management Llc, Raymond James Financial Inc, BRUSX - Ultra-Small Company Fund Class N, SSCYX - Small Capitalization Portfolio Class A, Cullen/frost Bankers, Inc., DFSU - Dimensional US Sustainability Core 1 ETF, Allworth Financial LP, Huntington National Bank, Hartland & Co., LLC, dan IFP Advisors, Inc .

Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.

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Tarikh Fail Sumber Pelabur Jenis Purata Harga
(Ang)		 Saham ΔSaham
(%)		 Nilai
Dilaporkan
($1000)		 Δ Nilai
(%)		 Peruntukan Port
(%)
2025-08-14 13F Smartleaf Asset Management LLC 62 463.64 2
2025-08-07 13F Allworth Financial LP 35 1
2025-08-14 13F Raymond James Financial Inc 1,962 75
2025-08-08 13F Hartland & Co., LLC 12 0
2025-08-11 13F Empowered Funds, LLC 20,173 8.24 767 25.12
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 16,368 654
2025-08-12 13F Proequities, Inc. 0 0
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 3,158 31.04 120 51.90
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 2,278 9.10 87 26.47
2025-08-15 13F Tower Research Capital LLC (TRC) 1,633 153.97 62 195.24
2025-08-08 13F Geode Capital Management, Llc 180,585 2.16 6,870 18.04
2025-08-14 13F Aqr Capital Management Llc 9,478 360
2025-08-26 NP Profunds - Profund Vp Small-cap 18 5.88 1
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 5,260 10.97 200 28.21
2025-08-12 13F Zacks Investment Management 45,058 1,714
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 356 13
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 20,149 8.11 766 24.96
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 40 2.56 2 0.00
2025-06-25 NP CSMIX - Columbia Small Cap Value Fund I Class A 192,451 0.25 6,834 -3.27
2025-08-13 13F Panagora Asset Management Inc 6,082 231
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,578 7.37 382 13.39
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,384 6.09 519 11.88
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 55,406 1.83 1,967 -1.75
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40,611 5.96 1,442 2.27
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 797 7.41 30 25.00
2025-08-29 NP GFSIX - The Gabelli Global Financial Services Fund CLASS I 25,827 21.10 982 39.89
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 39,256 12.27 1,416 18.51
2025-07-24 13F IFP Advisors, Inc 3 0
2025-08-12 13F Dimensional Fund Advisors Lp 370,067 2.54 14,074 18.46
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,425 17.57 51 13.64
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 15,173 49.56 539 44.24
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 248,881 3.24 9,465 19.25
2025-08-04 13F Strs Ohio 13,900 2.21 529 18.12
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 45,997 6.27 1,633 2.58
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 1,611 15.82 61 35.56
2025-08-14 13F Fourthstone LLC 129,174 95.18 4,912 125.53
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 877 2.57 31 0.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 1,690 46.96 64 72.97
2025-08-14 13F State Of Wisconsin Investment Board 9,300 14.81 354 32.71
2025-08-14 13F T. Rowe Price Investment Management, Inc. 808,440 0.68 31 15.38
2025-08-15 13F Captrust Financial Advisors 31,190 0.22 1,186 15.82
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 32 6.67 1 0.00
2025-07-28 NP VCSLX - Small Cap Index Fund 3,281 11.30 118 18.00
2025-07-25 13F Cwm, Llc 811 33.17 0
2025-08-14 13F Bridgeway Capital Management Inc 52,058 6.95 1,980 23.53
2025-07-30 NP SMIZ - Zacks Small/Mid Cap ETF 14,090 508
2025-08-14 13F Citadel Advisors Llc 22,795 187.60 867 233.08
2025-08-14 13F Jane Street Group, Llc 9,458 2.92 360 18.87
2025-08-14 13F Alliancebernstein L.p. 157,376 12.95 5,985 30.51
2025-08-26 NP BRUSX - Ultra-Small Company Fund Class N 1,847 70
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 1,747 7.91 66 24.53
2025-08-15 13F Morgan Stanley 56,060 5.72 2,132 22.18
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 1,328 15.28 51 35.14
2025-08-27 13F/A Squarepoint Ops LLC 9,457 360
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 74,993 0.75 2,663 -2.77
2025-07-30 13F Cullen/frost Bankers, Inc. 469 18
2025-08-14 13F Wells Fargo & Company/mn 8,245 8.02 314 24.70
2025-07-17 13F Wagner Wealth Management, Llc 8,744 5.27 333 21.61
2025-08-29 NP Gabelli Equity Trust Inc 4,523 18.31 172 37.60
2025-08-08 13F/A Sterling Capital Management LLC 207 55.64 8 75.00
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22,360 5.55 794 1.93
2025-08-12 13F Rhumbline Advisers 12,085 0.42 460 15.91
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,473 1.28 664 17.11
2025-08-05 13F Huntington National Bank 34 1
2025-08-13 13F Gabelli Funds Llc 41,850 14.19 1,592 31.92
2025-08-11 13F Vanguard Group Inc 421,073 0.07 16,013 15.61
2025-08-13 13F EverSource Wealth Advisors, LLC 86 16.22 3 50.00
2025-06-27 NP RSSL - Global X Russell 2000 ETF 4,689 6.52 167 3.11
2025-08-14 13F/A Barclays Plc 31,095 20.63 1
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 225 8.70 9 33.33
2025-07-28 NP HDG - ProShares Hedge Replication ETF 10 11.11 0
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 1,540 20.12 59 38.10
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19,415 4.86 689 1.17
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,213 6.45 198 22.98
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 6,618 0.58 239 6.25
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,359 2.93 318 18.73
2025-07-29 NP SSCYX - Small Capitalization Portfolio Class A 1,245 45
2025-07-15 13F Sheets Smith Wealth Management 16,097 1.85 612 17.69
2025-08-14 13F Bnp Paribas Arbitrage, Sa 1,380 28.73 52 48.57
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 224 60.00 8 40.00
2025-08-12 13F Charles Schwab Investment Management Inc 22,574 4.14 858 20.34
2025-08-05 13F Bank of New York Mellon Corp 22,091 4.87 840 21.21
2025-08-14 13F Wellington Management Group Llp 35,981 5.49 1,368 21.93
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