Southern First Bancshares, Inc.
US ˙ NasdaqGM ˙ US8428731017

SecuritySFST / Southern First Bancshares, Inc.
InstitutionInvesco Ltd.
Latest Disclosed Ownership10,306 shares
Latest Disclosed Value $ 561,677
Invesco Ltd. reports 6.79% decrease in ownership of SFST / Southern First Bancshares, Inc.

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 10,306 shares of Southern First Bancshares, Inc. (US:SFST) valued at $561,677 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 11,057 shares of Southern First Bancshares, Inc.. This represents a change in shares of -6.79% during the quarter. The current value of the position is $602,386 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.

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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)
2026-05-12 2026-03-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 10,306 -751 -6.79 562 -1.41 0.0001
2026-02-19 2025-12-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 11,057 -2,736 -19.84 570 -6.41 0.0001
2025-11-13 2025-09-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 13,793 1,368 11.01 609 28.81 0.0001
2025-08-13 2025-06-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 12,425 -2,493 -16.71 473 -3.87 0.0001
2025-05-12 2025-03-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 14,918 -2,663 -15.15 491 -29.66 0.0001
2025-02-13 2024-12-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 17,581 212 1.22 699 18.10 0.0001
2024-11-12 2024-09-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 17,369 -10,467 -37.60 592 -27.31 0.0001
2024-08-13 2024-06-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 27,836 -6,031 -17.81 814 -24.37 0.0002
2024-05-14 2024-03-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 33,867 20,941 162.01 1,076 124.43 0.0002
2024-02-13 2023-12-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 12,926 859 7.12 480 47.38 0.0001
2023-11-13 2023-09-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 12,067 96 0.80 325 9.80 0.0001
2023-08-11 2023-06-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 11,971 -48 -0.40 296 -19.57 0.0001
2023-05-12 2023-03-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 12,019 -8,717 -42.04 369 -61.18 0.0001
2023-02-13 2022-12-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 20,736 9,722 88.27 949 106.54 0.0003
2022-11-14 2022-09-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 11,014 -2,308 -17.32 459 -21.00 0.0001
2022-08-15 2022-06-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 13,322 2,881 27.59 581 9.42 0.0002
2022-05-16 2022-03-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 10,441 340 3.37 531 -15.98 0.0001
2022-02-14 2021-12-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 10,101 -1,747 -14.75 632 -0.32 0.0002
2021-11-15 2021-09-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 11,848 1,226 11.54 634 16.76 0.0002
2021-08-17 2021-06-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 10,622 1,419 15.42 543 25.99 0.0001
2021-05-17 2021-03-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 9,203 -1,019 -9.97 431 19.39 0.0001
2021-02-16 2020-12-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 10,222 469 4.81 361 53.62 0.0001
2020-11-16 2020-09-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 9,753 -281 -2.80 235 -15.47 0.0001
2020-08-14 2020-06-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 10,034 2,394 31.34 278 28.70 0.0001
2020-05-15 2020-03-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 7,640 -1,048 -12.06 216 -41.46 0.0001
2020-02-14 2019-12-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 8,688 831 10.58 369 17.89 0.0001
2019-11-14 2019-09-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 7,857 100 1.29 313 2.96 0.0001
2019-08-14 2019-06-30 13F/A-1 SOUTHERN FIRST BANCSHARES IN COM 842873101 7,757 -264 -3.29 304 11.76 0.0001
2019-08-14 2019-06-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 7,757 -264 304
2019-05-15 2019-03-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 8,021 8,021 272 0.0001
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.