First Citizens Financial Corp’s Southern Company SO Stock Holding History

First Citizens Financial Corp’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-2,315	Closed	-$222K	–	140
2026 Q2	$222K	Sell	2,315 -475	-17%	-$44.7K	0.09%	131
2026 Q1	$269K	Sell	2,790 -115	-4%	-$10.6K	0.13%	117
2025 Q4	$253K	Sell	2,905 -650	-18%	-$59.3K	0.13%	113
2025 Q3	$337K	Hold	3,555	–	–	0.17%	101
2025 Q2	$326K	Sell	3,555 -37	-1%	-$3.32K	0.18%	101
2025 Q1	$330K	Hold	3,592	–	–	0.19%	92
2024 Q4	$296K	Buy	3,592 +100	+3%	+$8.77K	0.16%	93
2024 Q3	$315K	Sell	3,492 -35	-1%	-$2.99K	0.17%	89
2024 Q2	$274K	Sell	3,527 -230	-6%	-$17.4K	0.16%	92
2024 Q1	$270K	Hold	3,757	–	–	0.16%	96
2023 Q4	$263K	Sell	3,757 -125	-3%	-$8.58K	0.17%	94
2023 Q3	$251K	Buy	+3,882	New	+$269K	0.18%	95
2022 Q3	–	Sell	-2,857	Closed	-$204K	–	102
2022 Q2	$204K	Buy	+2,857	New	+$210K	0.18%	94
2020 Q1	–	Sell	-3,143	Closed	-$200K	–	94
2019 Q4	$200K	Buy	+3,143	New	+$195K	0.2%	93

Other funds holding SO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

First Citizens Financial Corp's SO Position: Q3 2026 in Review

First Citizens Financial Corp sold out of Southern Company (SO) in Q3 2026, closing a stake of 2,315 shares — an estimated $222K sold.

First Citizens Financial Corp first reported a position in SO in Q4 2019 and held it in 14 quarters. The position peaked at $337K in Q3 2025. 1,594 funds tracked by Wall St. Rank hold SO as of Q3 2026.

First Citizens Financial Corp reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
First Citizens Financial Corp sold 2,315 Southern Company shares in Q3 2026, an estimated $222K.
First Citizens Financial Corp first reported a position in Southern Company in Q4 2019 and held it in 14 quarters.
First Citizens Financial Corp's Southern Company position peaked at $337K in Q3 2025.
1,594 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on First Citizens Financial Corp's 13F filing for Q3 2026, filed 2 Oct 2026.