Greenfield Savings Bank’s Southern Company SO Stock Holding History

Greenfield Savings Bank’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 Q2	$229K	Hold	2,389	–	–	0.09%	140
2026 Q1	$231K	Hold	2,389	–	–	0.1%	135
2025 Q4	$208K	Hold	2,389	–	–	0.09%	140
2025 Q3	$226K	Buy	2,389 +8	+0.3%	+$747	0.1%	141
2025 Q2	$219K	Sell	2,381 -120	-5%	-$10.8K	0.1%	140
2025 Q1	$230K	Hold	2,501	–	–	0.11%	137
2024 Q4	$206K	Hold	2,501	–	–	0.1%	146
2024 Q3	$226K	Sell	2,501 -573	-19%	-$48.9K	0.11%	140
2024 Q2	$238K	Buy	3,074 +76	+3%	+$5.76K	0.12%	132
2024 Q1	$215K	Sell	2,998 -537	-15%	-$37.1K	0.11%	143
2023 Q4	$248K	Sell	3,535 -116	-3%	-$7.97K	0.14%	124
2023 Q3	$236K	Hold	3,651	–	–	0.15%	125
2023 Q2	$256K	Buy	3,651 +359	+11%	+$25.7K	0.17%	112
2023 Q1	$229K	Buy	+3,292	New	+$222K	0.15%	126

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Greenfield Savings Bank's SO Position: Q2 2026 in Review

Greenfield Savings Bank held its Southern Company (SO) position steady in Q2 2026 at 2,389 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #140.

Greenfield Savings Bank first reported a position in SO in Q1 2023 and has held it in 14 quarters since. The position peaked at $256K in Q2 2023. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Greenfield Savings Bank held 2,389 shares of Southern Company worth $229K as of Q2 2026.
Greenfield Savings Bank left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.09% of Greenfield Savings Bank's portfolio in Q2 2026, its #140 holding.
Greenfield Savings Bank first reported a position in Southern Company in Q1 2023 and has held it in 14 quarters since.
Greenfield Savings Bank's Southern Company position peaked at $256K in Q2 2023.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Greenfield Savings Bank's 13F filing for Q2 2026, filed 7 Jul 2026.