SFSTNasdaqNational Commercial BanksFiscal year ends December 31
SOUTHERN FIRST BANCSHARES INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026
$59.13−0.68 (-1.14%)
Close on Oct 19, 2026
- Market cap
- $551.00M
- P/E (TTM)
- 12.8
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
90.5%
9M of 9M shares
Institutional holders
165
36 new, 18 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
5 buys · 23 sales
Net sold $3.11M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Financial Opportunity Fund LLC | 807,223 | 9.90% | 13G (passive) amendment | Sep 30, 2024 |
| T. Rowe Price Investment Management, Inc. | 795,017 | 9.70% | 13G (passive) amendment | Nov 14, 2024 |
| Jonah Marcus | 662,860 | 7.00% | 13G (passive) amendment | Jun 30, 2026 |
| Endeavour Capital Advisors Inc. | 580,408 | 7.10% | 13G (passive) | Dec 31, 2024 |
| BlackRock, Inc. | 555,043 | 6.80% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SFST | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FJ Capital Management LLC | 892,223 | 9.42% | $54.51M | +85,000 | 7.08% |
| T. Rowe Price Investment Management, Inc. | 844,650 | 8.92% | $51.61K | +26,809 | 0.03% |
| BlackRock, Inc. | 830,375 | 8.77% | $50.74M | +117,965 | 0.00% |
| Endeavour Capital Advisors Inc | 662,860 | 7.00% | $40.50M | +55,455 | 8.31% |
| Vanguard Capital Management LLC | 392,789 | 4.15% | $24.00M | +47,904 | 0.00% |
| Dimensional Fund Advisors LP | 387,861 | 4.09% | $23.70M | +7,493 | 0.00% |
| State Street Corp | 373,521 | 3.94% | $22.82M | +205,558 | 0.00% |
| Ameriprise Financial Inc | 247,644 | 2.61% | $15.13M | −23,599 | 0.00% |
| Geode Capital Management, LLC | 237,053 | 2.50% | $14.49M | +56,822 | 0.00% |
| Renaissance Technologies LLC | 186,307 | 1.97% | $11.38M | +35,700 | 0.02% |
| Walleye Capital LLC | 179,992 | 1.90% | $11.00M | New | 0.04% |
| Banc Funds Co LLC | 162,655 | 1.72% | $9.94M | −9,000 | 1.64% |
| American Century Companies Inc | 157,858 | 1.67% | $9.65M | +8,441 | 0.00% |
| Morgan Stanley | 126,040 | 1.33% | $7.70M | +41,436 | 0.00% |
| Maltese Capital Management LLC | 122,000 | 1.29% | $7.45M | +86,974 | 1.36% |
| Hotchkis & Wiley Capital Management LLC | 116,130 | 1.23% | $7.10M | +1,000 | 0.02% |
| Goldman Sachs Group Inc | 106,925 | 1.13% | $6.53M | +41,021 | 0.00% |
| Alliancebernstein L.P. | 106,590 | 1.13% | $5.81M | +65,027 | 0.00% |
| JPMorgan Chase & Co | 96,212 | 1.02% | $5.87M | +92,824 | 0.00% |
| Stieven Capital Advisors, L.P. | 94,114 | 0.99% | $5.75M | New | 1.10% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 165 | 9M | 90.5% | 36 / 77 | 23 / 18 | 2M | 0M |
| Q1 2026 | 149 | 7M | 72.2% | 32 / 46 | 36 / 9 | 1M | 1M |
| Q4 2025 | 129 | 7M | 73.3% | 16 / 45 | 37 / 3 | 1M | 0M |
| Q3 2025 | 116 | 7M | 69.2% | 19 / 40 | 24 / 4 | 0M | 0M |
| Q2 2025 | 102 | 6M | 68.6% | 12 / 30 | 30 / 7 | 0M | 0M |
| Q1 2025 | 97 | 6M | 67.7% | 10 / 29 | 38 / 6 | 0M | 0M |
| Q4 2024 | 94 | 6M | 68.4% | 4 / 32 | 29 / 10 | 0M | 0M |
| Q3 2024 | 101 | 6M | 67.2% | 12 / 35 | 22 / 5 | 1M | 0M |
| Q2 2024 | 95 | 6M | 66.5% | 12 / 39 | 22 / 8 | 0M | 0M |
| Q1 2024 | 91 | 6M | 68.4% | 10 / 26 | 31 / 10 | 0M | 0M |
| Q4 2023 | 92 | 6M | 67.6% | 10 / 27 | 34 / 4 | 0M | 0M |
| Q3 2023 | 87 | 6M | 66.2% | 9 / 32 | 23 / 3 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SFST | Value | % of fund | As of |
|---|---|---|---|---|---|
| T. Rowe Price Small-Cap Value Fund, Inc. | 460,363 | 4.86% | $28.13M | 0.27% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 280,877 | 2.97% | $17.16M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 246,997 | 2.61% | $15.09M | 0.02% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 175,411 | 1.85% | $10.72M | 0.23% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 165,652 | 1.75% | $10.34M | 0.41% | Jul 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 133,345 | 1.41% | $7.70M | 0.03% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 103,099 | 1.09% | $6.30M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 98,405 | 1.04% | $6.14M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 88,935 | 0.94% | $5.43M | 0.04% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 55,782 | 0.59% | $3.48M | 0.02% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 54,021 | 0.57% | $3.37M | 0.02% | Jul 31, 2026 |
| Tax-Managed U.S. Mid & Small Cap Fund | 52,615 | 0.56% | $3.28M | 0.16% | Jul 31, 2026 |
| BlackRock Advantage Small Cap Core Fund | 46,798 | 0.49% | $2.70M | 0.05% | May 29, 2026 |
| Dimensional U.S. Targeted Value ETF | 45,383 | 0.48% | $2.83M | 0.02% | Jul 31, 2026 |
| The Gabelli Global Financial Services Fund | 43,355 | 0.46% | $2.65M | 1.85% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| R. Arthur Seaver Jr | Chief Executive Officer, Director | 92,026 | 0.97% | Aug 13, 2026 |
| Julie Ann Fairchild | Chief Accounting Officer | 6,700 | 0.07% | Aug 13, 2026 |
| Christian J. Zych | Chief Financial Officer | 7,078 | 0.07% | May 22, 2026 |
| Silvia T. King | Chief Human Resources Officer | 6,288 | 0.07% | Feb 27, 2026 |
| Wesley Clark Wilbanks | Chief Credit Officer | 6,496 | 0.07% | Feb 3, 2026 |
| Calvin C. Hurst | President | 19,492 | 0.21% | Feb 3, 2026 |
| William M. Aiken III | Chief Risk Officer | 13,819 | 0.15% | Feb 4, 2025 |
| James B. Orders Iii | Director | 49,757 | 0.53% | Sep 22, 2026 |
| Anna T. Locke | Director | 3,902 | 0.04% | Sep 15, 2026 |
| Leighton M. Cubbage | Director | 46,600 | 0.49% | Sep 3, 2026 |
| Ray Lattimore | Director | 1,127 | 0.01% | Jul 29, 2026 |
| William Maner IV | Director | 3,895 | 0.04% | Jun 3, 2026 |
| Andrew B. Cajka Jr | Director | 12,696 | 0.13% | Jun 2, 2026 |
| Kennedy, Iii Bryan F | Director | 310 | 0.00% | Jun 2, 2026 |
| Mark A. Cothran | Director | 100,386 | 1.06% | Jun 2, 2026 |
| Terry Grayson-Caprio | Director | 4,195 | 0.04% | Jun 2, 2026 |
| Rudolph G. Johnstone Iii | Director | 50,016 | 0.53% | Jun 2, 2026 |
| Anne S. Ellefson | Director | 9,319 | 0.10% | Jun 2, 2026 |
| William M. McClatchey JR | Director | 795 | 0.01% | Jun 2, 2026 |
| Darrin Goss Sr. | Director | 795 | 0.01% | Jun 2, 2026 |
| Jennifer S. Cluverius | Director | 795 | 0.01% | Jun 2, 2026 |
| Tecumseh Hooper Jr | Director | 43,192 | 0.46% | Jun 2, 2026 |
| David G. Ellison | Director | 72,610 | 0.77% | Jun 2, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| James B. Orders Iii Director | Sep 18, 2026 | Sale | −8,044.66 | $62.05 | $499.17K | 46,481 |
| Anna T. Locke Director | Sep 14, 2026 | Buy | +300 | $63.27 | $18.98K | 3,902 |
| Leighton M. Cubbage Director | Sep 3, 2026 | Sale | −500 | $62.79 | $31.40K | 46,600 |
| Leighton M. Cubbage Director | Sep 2, 2026 | Sale | −500 | $62.00 | $31.00K | 47,100 |
| Leighton M. Cubbage Director | Sep 2, 2026 | Sale | −400 | $62.40 | $24.96K | 47,600 |
| Leighton M. Cubbage Director | Sep 2, 2026 | Sale | −300 | $62.50 | $18.75K | 48,000 |
| Leighton M. Cubbage Director | Sep 1, 2026 | Sale | −465 | $60.75 | $28.25K | 48,300 |
| Leighton M. Cubbage Director | Aug 28, 2026 | Sale | −400 | $63.00 | $25.20K | 48,765 |
| Leighton M. Cubbage Director | Aug 25, 2026 | Sale | −350 | $63.05 | $22.07K | 49,165 |
| Leighton M. Cubbage Director | Aug 24, 2026 | Sale | −400 | $63.00 | $25.20K | 49,515 |
| Leighton M. Cubbage Director | Aug 20, 2026 | Sale | −800 | $63.02 | $50.42K | 49,915 |
| R. Arthur Seaver Jr Chief Executive Officer, Director | Aug 12, 2026 | Option exercise | +2,445 | $32.32 | $79.02K | 92,026 |
| R. Arthur Seaver Jr Chief Executive Officer, Director | Aug 12, 2026 | Sale | −4,500 | $63.75 | $286.88K | 81,597 |
| R. Arthur Seaver Jr Chief Executive Officer, Director | Aug 12, 2026 | Sale | −5,000 | $63.00 | $315.00K | 97,597 |
| R. Arthur Seaver Jr Chief Executive Officer, Director | Aug 12, 2026 | Sale | −5,000 | $63.50 | $317.50K | 92,597 |
| R. Arthur Seaver Jr Chief Executive Officer, Director | Aug 12, 2026 | Sale | −6,000 | $64.00 | $384.00K | 86,597 |
| R. Arthur Seaver Jr Chief Executive Officer, Director | Aug 12, 2026 | Sale | −500 | $64.00 | $32.00K | 86,097 |
| R. Arthur Seaver Jr Chief Executive Officer, Director | Aug 12, 2026 | Option exercise | +2,254 | $42.80 | $96.47K | 89,581 |
| R. Arthur Seaver Jr Chief Executive Officer, Director | Aug 12, 2026 | Option exercise | +2,827 | $42.72 | $120.77K | 87,327 |
| R. Arthur Seaver Jr Chief Executive Officer, Director | Aug 12, 2026 | Option exercise | +2,903 | $39.45 | $114.52K | 84,500 |
| Julie Ann Fairchild Chief Accounting Officer | Aug 4, 2026 | Option exercise | +1,500 | $35.65 | $53.48K | 6,700 |
| Julie Ann Fairchild Chief Accounting Officer | Aug 3, 2026 | Sale | −1,500 | $63.00 | $94.50K | 5,200 |
| Julie Ann Fairchild Chief Accounting Officer | Aug 3, 2026 | Sale | −1,500 | $63.00 | $94.50K | 5,200 |
| Ray Lattimore Director | Jun 23, 2026 | Sale | −253 | $59.28 | $15.00K | 1,127 |
| Leighton M. Cubbage Director | Jun 10, 2026 | Sale | −765 | $60.60 | $46.36K | 50,715 |
| William Maner IV Director | Jun 1, 2026 | Award | +310 | – | – | 3,895 |
| Ray Lattimore Director | Jun 1, 2026 | Award | +310 | – | – | 1,380 |
| Anne S. Ellefson Director | Jun 1, 2026 | Award | +310 | – | – | 7,007 |
| Mark A. Cothran Director | Jun 1, 2026 | Award | +310 | – | – | 100,386 |
| Anna T. Locke Director | Jun 1, 2026 | Award | +310 | – | – | 3,602 |
| Terry Grayson-Caprio Director | Jun 1, 2026 | Award | +310 | – | – | 2,795 |
| Tecumseh Hooper Jr Director | Jun 1, 2026 | Award | +310 | – | – | 43,192 |
| Jennifer S. Cluverius Director | Jun 1, 2026 | Award | +310 | – | – | 795 |
| Kennedy, Iii Bryan F Director | Jun 1, 2026 | Award | +310 | – | – | 310 |
| James B. Orders Iii Director | Jun 1, 2026 | Award | +310 | – | – | 54,526 |
| Darrin Goss Sr. Director | Jun 1, 2026 | Award | +310 | – | – | 795 |
| Andrew B. Cajka Jr Director | Jun 1, 2026 | Award | +310 | – | – | 12,696 |
| James B. Orders Iii Director | Jun 1, 2026 | Award | +310 | – | – | 54,526 |
| Rudolph G. Johnstone Iii Director | Jun 1, 2026 | Award | +310 | – | – | 30,676 |
| Leighton M. Cubbage Director | Jun 1, 2026 | Award | +310 | – | – | 51,480 |
| William M. McClatchey JR Director | Jun 1, 2026 | Award | +310 | – | – | 795 |
| David G. Ellison Director | Jun 1, 2026 | Award | +310 | – | – | 49,971 |
| Christian J. Zych Chief Financial Officer | May 21, 2026 | Tax withholding | −153 | $57.07 | $8.73K | 7,078 |
| R. Arthur Seaver Jr Chief Executive Officer, Director | Apr 22, 2026 | Gift | +100 | – | – | 102,597 |
| William Maner IV Director | Mar 6, 2026 | Buy | +400 | $52.35 | $20.94K | 3,585 |
| Silvia T. King Chief Human Resources Officer | Feb 26, 2026 | Option exercise | +625 | $32.32 | $20.20K | 4,588 |
| Silvia T. King Chief Human Resources Officer | Feb 26, 2026 | Option exercise | +2,000 | $39.45 | $78.90K | 6,588 |
| Silvia T. King Chief Human Resources Officer | Feb 26, 2026 | Sale | −2,625 | $60.49 | $158.79K | 3,963 |
| Christian J. Zych Chief Financial Officer | Feb 1, 2026 | Award | +3,500 | – | – | 5,320 |
| Christian J. Zych Chief Financial Officer | Feb 1, 2026 | Tax withholding | −189 | $54.94 | $10.38K | 5,131 |
| Silvia T. King Chief Human Resources Officer | Feb 1, 2026 | Award | +700 | – | – | 4,259 |
| Silvia T. King Chief Human Resources Officer | Feb 1, 2026 | Tax withholding | −296 | $54.94 | $16.26K | 3,963 |
| Calvin C. Hurst President | Feb 1, 2026 | Award | +4,500 | – | – | 19,492 |
| Calvin C. Hurst President | Feb 1, 2026 | Tax withholding | −1,109 | $54.94 | $60.93K | 18,383 |
| R. Arthur Seaver Jr Chief Executive Officer, Director | Feb 1, 2026 | Award | +6,500 | – | – | 114,154 |
| R. Arthur Seaver Jr Chief Executive Officer, Director | Feb 1, 2026 | Tax withholding | −1,657 | $54.94 | $91.04K | 112,497 |
| Wesley Clark Wilbanks Chief Credit Officer | Feb 1, 2026 | Award | +1,800 | – | – | 6,496 |
| Wesley Clark Wilbanks Chief Credit Officer | Feb 1, 2026 | Tax withholding | −242 | $54.94 | $13.30K | 6,254 |
| Julie Ann Fairchild Chief Accounting Officer | Feb 1, 2026 | Tax withholding | −135 | $54.94 | $7.42K | 6,700 |
| Julie Ann Fairchild Chief Accounting Officer | Feb 1, 2026 | Award | +875 | – | – | 6,835 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| James B. Orders Iii Director | Sep 18, 2026 | 8,045 | $494.16K | Sep 18, 2026 | Inheritance |
| R. Arthur Seaver Jr Officer | Aug 12, 2026 | 21,000 | $1.33M | Aug 12, 2026 | Stock Options |
| Julie Ann Fairchild Officer | Aug 3, 2026 | 1,500 | $94.50K | Aug 3, 2026 | equity compensation |
| Silvia T. King Officer | Feb 26, 2026 | 2,625 | $158.79K | Feb 26, 2026 | Equity Comp |
| R. Arthur Seaver Jr Officer | Dec 15, 2025 | 10,000 | $549.95K | Dec 15, 2025 | Stock options |
| David G. Ellison Director | Dec 10, 2025 | 1,000 | $52.71K | Dec 10, 2025 | Open Market Purchase |
| Julie Ann Fairchild Officer | Nov 21, 2025 | 1,258 | $62.82K | Nov 28, 2025 | RSU |
| Anne S. Ellefson Director | Jun 4, 2025 | 500 | $17.71K | Jun 4, 2025 | Open Market Purchase |
| R. Arthur Seaver Jr Officer | May 27, 2025 | 10,000 | $360.68K | May 27, 2025 | Stock Option Exercise |
| Anne S. Ellefson Director | Apr 23, 2024 | 600 | $17.40K | Apr 23, 2024 | Open Market Purchase |
| R. Arthur Seaver Jr Officer | Mar 21, 2024 | 996 | $30.97K | Mar 21, 2024 | stock option award |
| R. Arthur Seaver Jr Officer | Mar 20, 2024 | 4,267 | $132.56K | Mar 20, 2024 | Stock Option Award |
| R. Arthur Seaver Jr Officer | Mar 19, 2024 | 17 | $518 | Mar 19, 2024 | Stock Option Award |
| R. Arthur Seaver Jr Officer | Mar 15, 2024 | 2,220 | $68.62K | Mar 15, 2024 | Stock Option Award |
| R. Arthur Seaver Jr Officer | Mar 14, 2024 | 2,500 | $77.52K | Mar 14, 2024 | Stock Option Award |