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Southern Financial Group - Q3 2026 13F Filings

SO

Southern Financial Group, LLC

CIK: 0002140714
Address: Alabama Birmingham 700 Corporate Pkwy
$366.29 M
Portfolio Value
89
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/30/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. JPIE Jpmorgan Income Etf
+$7.22 M
2. KNG Ft Vest S&P 500 Dvd Arst Trg
+$3.8 M
3. JSMD Janus Henderson Small/Mid Cap Growth Alpha Etf
+$1.65 M
4. NVDA Nvidia Corporation
+$345,338.23
5. CVX Chevron Corporation
+$214,391

Top Sells

Q3 2026
1. JIII Janus Henderson Income Etf
−$9.98 M
2. FHEQ Fidelity Hedged Equity Etf
−$2.86 M
3. SDVY First Trust Smid Cap Rising Dividend Achievers Etf
−$2.62 M
4. GPIX Goldman Sachs S&P 500 Premium Income Etf
−$703,245.32
5. FANG Diamondback Energy
−$546,113.61

Asset Allocation

Stocks/ETFs
-6.52%
$366.29 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Southern Financial Group Q3 2026 Filing Summary

Southern Financial Group, LLC filed its 13F report for Q3 2026 on October 30, 2026. The portfolio totaled 366.29 M reflecting a -6.52% change from the prior quarter, spanning 89 assets. The top 10 holdings comprised 88.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 7 complete exits.

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Southern Financial Group’s Q3 2026 Filing

Southern Financial Group submitted their Form 13F-HR for the Q3 2026 period on 10/30/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Southern Financial Group reported a managed portfolio value of 366.29 M, consisting of 89 individual positions.

This page displays the raw filing documents. To see which stocks Southern Financial Group bought or sold during Q3 2026, please visit Southern Financial Group's Portfolio Analysis page.