First Financial Bankshares’s Southern Company SO Stock Holding History

First Financial Bankshares’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 Q1	$253K	Sell	2,622 -887	-25%	-$82.1K	0.01%	175
2025 Q4	$306K	Buy	3,509 +422	+14%	+$38.5K	0.01%	168
2025 Q3	$293K	Buy	3,087 +94	+3%	+$8.78K	0.01%	195
2025 Q2	$275K	Hold	2,993	–	–	0.01%	179
2025 Q1	$275K	Hold	2,993	–	–	0.01%	145
2024 Q4	$246K	Sell	2,993 -151	-5%	-$13.2K	0.01%	151
2024 Q3	$284K	Sell	3,144 -14	-0.4%	-$1.2K	0.01%	147
2024 Q2	$245K	Sell	3,158 -1,079	-25%	-$81.8K	0.01%	152
2024 Q1	$304K	Buy	4,237 +1,036	+32%	+$71.5K	0.01%	157
2023 Q4	$224K	Buy	+3,201	New	+$220K	0.01%	173

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Financial Bankshares's SO Position: Q1 2026 in Review

First Financial Bankshares reduced its Southern Company (SO) stake by 25% in Q1 2026, selling an estimated $82.1K and leaving 2,622 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #175.

First Financial Bankshares first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $306K in Q4 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

First Financial Bankshares held 2,622 shares of Southern Company worth $253K as of Q1 2026.
First Financial Bankshares sold 887 Southern Company shares in Q1 2026, an estimated $82.1K.
Southern Company made up 0.01% of First Financial Bankshares's portfolio in Q1 2026, its #175 holding.
First Financial Bankshares first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
First Financial Bankshares's Southern Company position peaked at $306K in Q4 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on First Financial Bankshares's 13F filing for Q1 2026, filed 11 May 2026.