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Southern Financial Group - Q1 2026 13F Filings

SO

Southern Financial Group, LLC

CIK: 0002140714
Address: Alabama Birmingham 700 Corporate Pkwy
$357.96 M
Portfolio Value
91
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 06/18/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. JPIE Jpmorgan Income Etf
+$1.91 M
2. JIII Janus Henderson Income Etf
+$1.4 M
3. KNG Ft Vest S&P 500 Dvd Arst Trg
+$883,111.55
4. JSMD Janus Henderson Small/Mid Cap Growth Alpha Etf
+$538,707.02
5. GPIX Goldman Sachs S&P 500 Premium Income Etf
+$515,962.75

Top Sells

Q1 2026
1. SNV Synovus Financial
−$327,279
2. SO The Southern Company
−$297,957.05
3. FANG Diamondback Energy
−$288,777.07
4. UNH Unitedhealth Group Incorporated
−$205,802
5. RF Regions Financial Corporation
−$126,081.72

Asset Allocation

Stocks/ETFs
+2.50%
$357.96 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Southern Financial Group Q1 2026 Filing Summary

Southern Financial Group, LLC filed its 13F report for Q1 2026 on June 18, 2026. The portfolio totaled 357.96 M reflecting a +2.50% change from the prior quarter, spanning 91 assets. The top 10 holdings comprised 89.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 9 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Southern Financial Group’s Q1 2026 Filing

Southern Financial Group submitted their Form 13F-HR for the Q1 2026 period on 06/18/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Southern Financial Group reported a managed portfolio value of 357.96 M, consisting of 91 individual positions.

This page displays the raw filing documents. To see which stocks Southern Financial Group bought or sold during Q1 2026, please visit Southern Financial Group's Portfolio Analysis page.