Skip to main content
Equibles

CAPTRUST FINANCIAL ADVISORS

Position in SFST — Southern First Bancshares Inc

CIK 1512024 RALEIGH, NC
Back to SFST Full portfolio

Position in SFST

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,779,170
+$199,597 QoQ
Shares Held
29,119
+0.5% QoQ
Ownership
0.307%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
of 164 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority Sole 33% Shared 0% None 67%

Common Shares in SFST Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $619,782,126 across 129 Banks - Regional names. SFST ranks #45 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 OZK
Bank OZK
 2,570,708 $133,908,179
2 PNC
Pnc Financial Services Group, Inc.
 323,224 $79,584,213
3 UMBF
Umb Financial Corp
 428,347 $61,150,817
4 TFC
Truist Financial Corp
 680,372 $33,896,133
5 FSBC
Five Star Bancorp
 467,107 $22,743,439
6 USB
US Bancorp De
 375,575 $22,684,730
7 NWG
NatWest Group plc
 1,013,954 $17,876,009
8 MTB
M&T Bank Corp
 68,944 $16,409,361

All Filings in SFST

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,779,170 29,119
2026-03-31 $1,579,573 28,983
2025-12-31 $1,454,358 28,229
2025-09-30 $1,304,981 29,578
2025-06-30 $1,186,155 31,190
2025-03-31 $1,024,569 31,123
2024-12-31 $1,210,427 30,451
2024-09-30 $2,488,998 73,034
2024-06-30 $2,134,666 73,005
2024-03-31 $2,316,542 72,939
2023-12-31 $2,775,228 74,804
2023-09-30 $2,023,220 75,101
2023-06-30 $1,864,170 75,320
2023-03-31 $2,287,457 74,510
2022-12-31 $3,415,649 74,659
2022-09-30 $3,100,837 74,432
2022-06-30 $2,788,670 63,975
2022-03-31 $3,129,862 61,563
2021-12-31 $3,849,134 61,596
2021-09-30 $3,306,995 61,813
2021-06-30 $6,036 118
2021-03-31 $5,531 118
2020-12-31 $194,919 5,514
2020-09-30 $2,221 92
2020-06-30 $2,549 92