Southern First Bancshares, Inc.
US ˙ NasdaqGM ˙ US8428731017

SecuritySFST / Southern First Bancshares, Inc.
InstitutionSheets Smith Wealth Management
Latest Disclosed Ownership19,204 shares
Latest Disclosed Value $ 1,046,618
Sheets Smith Wealth Management reports 17.66% increase in ownership of SFST / Southern First Bancshares, Inc.

On April 16, 2026 - Sheets Smith Wealth Management filed a 13F-HR form disclosing ownership of 19,204 shares of Southern First Bancshares, Inc. (US:SFST) valued at $1,046,618 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 16,321 shares of Southern First Bancshares, Inc.. This represents a change in shares of 17.66% during the quarter. The current value of the position is $1,132,460 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)
2026-04-16 2026-03-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 19,204 2,883 17.66 1,047 24.52 0.1178
2026-01-20 2025-12-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 16,321 0 0.00 841 16.67 0.0923
2025-10-16 2025-09-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 16,321 224 1.39 720 17.65 0.0815
2025-07-15 2025-06-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 16,097 292 1.85 612 17.69 0.0716
2025-04-23 2025-03-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 15,805 614 4.04 520 -13.76 0.0646
2025-01-17 2024-12-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 15,191 490 3.33 604 20.36 0.0737
2024-11-01 2024-09-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 14,701 0 0.00 501 16.78 0.0613
2024-07-30 2024-06-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 14,701 0 0.00 430 -7.94 0.0514
2024-05-08 2024-03-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 14,701 0 0.00 467 -14.50 0.0523
2024-02-06 2023-12-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 14,701 -550 -3.61 545 32.93 0.0776
2023-10-23 2023-09-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 15,251 397 2.67 411 11.72 0.0626
2023-08-09 2023-06-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 14,854 -403 -2.64 367 -21.58 0.0537
2023-05-26 2023-03-31 13F/A-1 SOUTHERN FIRST BANCSHARES COM 842873101 15,257 85 0.56 468 -32.56 0.0716
2023-05-12 2023-03-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 31 -15,141 468 0.0717
2023-03-08 2022-12-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 15,172 0 0.00 694 9.81 0.1086
2022-11-01 2022-09-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 15,172 -250 -1.62 632 -5.95 0.1055
2022-07-27 2022-06-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 15,422 0 0.00 672 -14.29 0.1106
2022-05-02 2022-03-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 15,422 0 0.00 784 -18.67 0.1081
2022-01-20 2021-12-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 15,422 52 0.34 964 17.27 0.1196
2021-10-15 2021-09-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 15,370 0 0.00 822 4.58 0.1115
2021-08-03 2021-06-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 15,370 0 0.00 786 9.02 0.1059
2021-04-23 2021-03-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 15,370 -108 -0.70 721 31.81 0.1061
2021-01-13 2020-12-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 15,478 365 2.42 547 49.86 0.0827
2020-10-26 2020-09-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 15,113 0 0.00 365 -12.89 0.0635
2020-07-17 2020-06-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 15,113 0 0.00 419 -2.33 0.0838
2020-04-28 2020-03-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 15,113 838 5.87 429 -29.32 0.0899
2020-01-24 2019-12-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 14,275 -607 -4.08 607 2.36 0.1160
2019-10-28 2019-09-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 14,882 -77 -0.51 593 1.19 0.1219
2019-07-12 2019-06-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 14,959 0 0.00 586 15.58 0.1203
2019-05-13 2019-03-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 14,959 -85 -0.57 507 5.19 0.1098
2019-01-11 2018-12-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 15,044 -252 -1.65 482 -19.80 0.1299
2018-10-15 2018-09-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 15,296 -114 -0.74 601 -11.75 0.1244
2018-07-26 2018-06-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 15,410 1,583 11.45 681 10.73 0.1594
2018-04-09 2018-03-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 13,827 350 2.60 615 10.61 0.1478
2018-01-12 2017-12-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 13,477 0 0.00 556 13.47 0.1311
2017-10-12 2017-09-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 13,477 -225 -1.64 490 -3.54 0.1236
2017-07-19 2017-06-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 13,702 0 0.00 508 13.65 0.1342
2017-04-10 2017-03-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 13,702 0 0.00 447 -9.33 0.1187
2017-02-03 2016-12-31 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 13,702 -2,920 -17.57 493 7.64 0.1384
2016-11-18 2016-09-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 16,622 0 0.00 458 14.21 0.1292
2016-08-15 2016-06-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 16,622 0 0.00 401 -1.23 0.1165
2016-05-13 2016-03-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 16,622 0 0.00 406 7.69 0.1248
2016-02-01 2015-12-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 16,622 0 0.00 377 10.56 0.1140
2015-11-13 2015-09-30 13F SOUTHERN FIRST BANCSHARES IN COM 842873101 16,622 500 3.10 341 17.99 0.1153
2015-08-31 2015-06-30 13F SOUTHERN FIRST BANCSHARES COM 842873101 16,122 450 2.87 289 8.65 0.0790
2015-05-05 2015-03-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 15,672 0 0.00 266 -0.37 0.0734
2015-02-20 2014-12-31 13F SOUTHERN FIRST BANCSHARES COM 842873101 15,672 0 0.00 267 22.48 0.0697
2014-11-17 2014-09-30 13F SOUTHERN FIRST BANCSHARE COM 842873101 15,672 370 2.42 218 5.83 0.0593
2014-09-18 2014-06-30 13F SOUTHERN FIRST BANCSHARE COM 842873101 15,302 1,800 13.33 206 10.16 0.0553
2014-06-02 2014-03-31 13F SOUTHERN FIRST BANCSHARE COM 842873101 13,502 0 0.00 187 4.47 0.0523
2014-02-21 2013-12-31 13F SOUTHERN FIRST BANCSHARE COM 842873101 13,502 13,502 179 0.0494
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.