Southern Financial Group, LLC
Southern Financial Group, LLC reported 95 positions worth $391.8M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: JIII (17.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JIII | SH | $70.0M | 17.88% | 1,405,479 | — | — | |
| ▸ 2 | JPIE | SH | $65.0M | 16.58% | 1,410,454 | — | — | |
| ▸ 3 | SDVY | SH | $56.4M | 14.40% | 1,308,434 | — | — | |
| ▸ 4 | JSMD | SH | $44.5M | 11.37% | 439,966 | — | — | |
| ▸ 5 | FHEQ | SH | $35.2M | 8.98% | 1,068,694 | — | — | |
| ▸ 6 | SO | SH | $35.1M | 8.95% | 366,432 | — | — | |
| ▸ 7 | KNG | SH | $32.4M | 8.26% | 641,223 | — | — | |
| ▸ 8 | FANG | SH | $4.1M | 1.04% | 23,262 | — | — | |
| ▸ 9 | AAPL | SH | $2.8M | 0.70% | 9,548 | — | — | |
| ▸ 10 | RDVY | SH | $2.0M | 0.52% | 25,284 | — | — |
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Frequently Asked Questions
What stocks does Southern Financial Group, LLC hold as of Q2 2026?
Southern Financial Group, LLC reported 95 positions worth $391.8M in its Q2 2026 13F filing. Largest positions: JIII (17.9%), JPIE (16.6%), SDVY (14.4%), JSMD (11.4%) and FHEQ (9.0%).
What did Southern Financial Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Southern Financial Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.