Southern First Bancshares, Inc.
US ˙ NasdaqGM ˙ US8428731017

SecuritySFST / Southern First Bancshares, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership380,368 shares
Latest Disclosed Value $ 20,729,851
Dimensional Fund Advisors Lp reports 0.70% increase in ownership of SFST / Southern First Bancshares, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 380,368 shares of Southern First Bancshares, Inc. (US:SFST) valued at $20,730,056 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 377,711 shares of Southern First Bancshares, Inc.. This represents a change in shares of 0.70% during the quarter. The current value of the position is $22,430,301 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 380,368 2,657 0.70 20,730 6.53 0.0009
2026-02-12 2025-12-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 377,711 2,329 0.62 19,460 17.50 0.0041
2025-11-12 2025-09-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 375,382 5,315 1.44 16,562 17.68 0.0036
2025-08-12 2025-06-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 370,067 9,167 2.54 14,074 18.46 0.0033
2025-05-13 2025-03-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 360,900 10,025 2.86 11,881 -14.82 0.0030
2025-02-13 2024-12-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 350,875 10,854 3.19 13,947 20.37 0.0033
2024-11-07 2024-09-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 340,021 17,020 5.27 11,588 22.70 0.0028
2024-08-09 2024-06-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 323,001 10,138 3.24 9,444 -4.96 0.0025
2024-05-10 2024-03-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 312,863 25,076 8.71 9,937 -6.93 0.0027
2024-02-07 2023-12-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 287,787 8,565 3.07 10,677 41.93 0.0031
2023-11-09 2023-09-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 279,222 -15,624 -5.30 7,522 3.08 0.0025
2023-08-09 2023-06-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 294,846 -42,674 -12.64 7,298 -29.58 0.0023
2023-05-12 2023-03-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 337,520 20,262 6.39 10,362 73,914.29 0.0035
2023-02-09 2022-12-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 317,258 8,690 2.82 15 -99.89 0.0043
2022-11-10 2022-09-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 308,568 14,278 4.85 12,855 0.22 0.0049
2022-08-12 2022-06-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 294,290 5,767 2.00 12,827 -12.56 0.0046
2022-05-13 2022-03-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 288,523 2,676 0.94 14,669 -17.88 0.0045
2022-02-09 2021-12-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 285,847 -2,873 -1.00 17,863 15.64 0.0054
2021-11-12 2021-09-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 288,720 -1,606 -0.55 15,447 4.00 0.0050
2021-08-12 2021-06-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 290,326 -343 -0.12 14,853 9.00 0.0047
2021-05-14 2021-03-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 290,669 -7,103 -2.39 13,626 29.45 0.0045
2021-03-08 2020-12-31 13F/A-2 SOUTHERN FIRST BANCSHARES COM 842873101 297,772 1,079 0.36 10,526 46.91 0.0038
2021-02-11 2020-12-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 297,772 1,079 10,526 3,801.4317
2020-11-12 2020-09-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 296,693 -2,516 -0.84 7,165 -13.58 0.0030
2020-08-13 2020-06-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 299,209 4,901 1.67 8,291 -0.69 0.0036
2020-05-14 2020-03-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 294,308 3,226 1.11 8,349 -32.50 0.0043
2020-02-14 2019-12-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 291,082 -1,854 -0.63 12,368 5.95 0.0045
2019-11-12 2019-09-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 292,936 2,598 0.89 11,673 2.67 0.0045
2019-08-13 2019-06-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 290,338 8,964 3.19 11,369 19.30 0.0044
2019-08-12 2019-03-31 13F/A-2 SOUTHERN FIRST BANCSHARES IN COM 842873101 281,374 22,034 8.50 9,530 14.58 0.0038
2019-05-10 2019-03-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 281,374 22,034 9,530
2019-02-26 2018-12-31 13F/A-1 SOUTHERN FIRST BANCSHARES IN COM 842873101 259,340 10,067 4.04 8,317 -15.10 0.0038
2019-02-13 2018-12-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 259,340 10,067 8,317
2018-11-13 2018-09-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 249,273 23,889 10.60 9,796 -1.67 0.0037
2018-08-10 2018-06-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 225,384 29,189 14.88 9,962 14.10 0.0040
2018-05-11 2018-03-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 196,195 20,270 11.52 8,731 20.31 0.0036
2018-02-12 2017-12-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 175,925 13,223 8.13 7,257 22.71 0.0030
2017-11-13 2017-09-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 162,702 3,382 2.12 5,914 0.19 0.0026
2017-08-11 2017-06-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 159,320 -12,716 -7.39 5,903 5.09 0.0027
2017-05-12 2017-03-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 172,036 -5,898 -3.31 5,617 -12.32 0.0027
2017-02-09 2016-12-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 177,934 -6,571 -3.56 6,406 25.88 0.0032
2016-11-10 2016-09-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 184,505 -8,199 -4.25 5,089 9.58 0.0028
2016-08-09 2016-06-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 192,704 571 0.30 4,644 -0.98 0.0027
2016-05-13 2016-03-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 192,133 3,908 2.08 4,690 10.25 0.0028
2016-02-10 2015-12-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 188,225 0 0.00 4,254 10.24 0.0027
2015-11-13 2015-09-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 188,225 520 0.28 3,859 14.85 0.0025
2015-08-14 2015-06-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 187,705 1,448 0.78 3,360 6.13 0.0021
2015-05-14 2015-03-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 186,257 0 0.00 3,166 4.08 0.0020
2015-02-06 2014-12-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 186,257 1,081 0.58 3,042 18.18 0.0020
2014-11-13 2014-09-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 185,176 61 0.03 2,574 3.29 0.0018
2014-08-08 2014-06-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 185,115 0 0.00 2,492 -2.96 0.0017
2014-05-14 2014-03-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 185,115 0 0.00 2,568 4.01 0.0019
2014-02-12 2013-12-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 185,115 0 0.00 2,469 -0.32 0.0019
2013-11-13 2013-09-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 185,115 0 0.00 2,477 23.79 0.0021
2013-08-15 2013-06-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 185,115 185,115 2,001 0.0019
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.