Southern Financial Group, LLC
All 13F Filings
- Location
- Birmingham, AL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 366,292
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/30/2026 | 89 | 366,292 | 13F-HR | Southern Financial Group, LLC |
| Q2 2026 | 7/24/2026 | 95 | 391,840 | 13F-HR | Southern Financial Group, LLC |
| Q1 2026 | 6/18/2026 | 91 | 357,956 | 13F-HR | Southern Financial Group, LLC |
| Q4 2025 | 6/18/2026 | 84 | 349,238 | 13F-HR | Southern Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 108.5 K | 29.6% | 0 | 6.032 K | -6.032 K |
| ETFs | 257.8 K | 70.4% | 0 | 19.52 K | -19.52 K |
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Fund Snapshot
Q3 2026
Latest filed
10/30/2026
Total value ($000)
366,292
Holdings
89
QoQ value change ($000)
-25,548
(-6.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.