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Funds Holding Southern First Bancshares Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Southern First Bancshares Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of SFST →Funds holding
46
as of 2026-07-31
Reported value
$51.2M
summed across funds
Fund families
21
named trusts
Largest conviction
0.41%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Columbia Small Cap Value Discovery FundCOLUMBIA FUNDS SERIES TRUST I165.7K sh$10.3M | 0.41% |
| Regional Bank FundJohn Hancock Investment Trust II39.7K sh$2.5M | 0.26% |
| Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO52.6K sh$3.3M | 0.16% |
| Direxion Daily Regional Banks Bull 3X SharesDirexion Shares ETF Trust10.6K sh$660.2K | 0.15% |
| Goldman Sachs Small Cap Value Insights FundGoldman Sachs Trust23.5K sh$1.5M | 0.11% |
| Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust168 sh$10.5K | 0.10% |
| SmallCap Value Fund IIPrincipal Funds, Inc18.2K sh$1.1M | 0.09% |
| Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust798 sh$49.8K | 0.05% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO5K sh$312K | 0.03% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC34.8K sh$2.2M | 0.03% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC3.2K sh$199.4K | 0.02% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC55.8K sh$3.5M | 0.02% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust45.4K sh$2.8M | 0.02% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST1.1K sh$67.2K | 0.02% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust1.3K sh$80.7K | 0.02% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds12.3K sh$769.4K | 0.02% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST22.3K sh$1.4M | 0.02% |
| Global X Russell 2000 ETFGLOBAL X FUNDS4.4K sh$273K | 0.02% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust98.4K sh$6.1M | 0.02% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC54K sh$3.4M | 0.02% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust21K sh$1.3M | 0.02% |
| ULTRA SMALL CAP PROFUNDProFunds118 sh$7.4K | 0.01% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust5.5K sh$342.8K | 0.01% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust30.4K sh$1.9M | 0.01% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC37.3K sh$2.3M | 0.01% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC1.2K sh$74.9K | 0.01% |
| Goldman Sachs Small Cap Equity Insights FundGoldman Sachs Trust1.6K sh$100.2K | 0.01% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds1.9K sh$119.3K | 0.01% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust3.3K sh$206.2K | 0.01% |
| Victory Extended Market Index FundVictory Portfolios III1K sh$63.2K | 0.01% |
| SMALL-CAP PROFUNDProFunds8 sh$499.2 | 0.01% |
| Dimensional US Vector Equity ETFDimensional ETF Trust526 sh$32.8K | 0.01% |
| Column Small Cap FundTrust for Professional Managers504 sh$30.9K | 0.01% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC4.2K sh$262.4K | 0.00% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust21.4K sh$1.3M | 0.00% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC13.8K sh$861.5K | 0.00% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC700 sh$43.7K | 0.00% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust891 sh$55.6K | 0.00% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC7.6K sh$476.9K | 0.00% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust2K sh$125K | 0.00% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III50 sh$3.1K | 0.00% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust5.3K sh$331.5K | 0.00% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust2.6K sh$162.3K | 0.00% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST5.2K sh$322.4K | 0.00% |
| Nuveen Equity Index FundTIAA-CREF Funds2.8K sh$174.3K | 0.00% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds161 sh$10K | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on SFST
Company overviewEverything on SFST in one place, with the price.SEC filingsWhat SFST's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat SFST's own officers and directors buy and sell.Planned salesSales SFST insiders have filed notice of.Executive payWhat SFST awarded its chief executive, and what it became.Who owns itEvery manager reporting a position in SFST.