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Gryphon Financial Partners’s Southern Company SO Stock Holding History

Gryphon Financial Partners’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 		$284K Buy
2,943
+300
+11% +$27.8K 0.03% 294
2025
Q4 		$231K Buy
2,643
+53
+2% +$4.84K 0.02% 317
2025
Q3 		$245K Sell
2,590
-364
-12% -$34K 0.03% 286
2025
Q2 		$271K Sell
2,954
-63
-2% -$5.66K 0.04% 259
2025
Q1 		$277K Buy
3,017
+147
+5% +$12.7K 0.04% 231
2024
Q4 		$236K Sell
2,870
-244
-8% -$21.4K 0.03% 232
2024
Q3 		$281K Buy
3,114
+56
+2% +$4.78K 0.04% 243
2024
Q2 		$237K Buy
+3,058
New +$232K 0.04% 247
2024
Q1 		– Sell
-3,341
Closed -$219K – 272
2023
Q4 		$219K Buy
+3,341
New +$229K 0.04% 216
2023
Q1 		– Sell
-2,617
Closed -$187K – 205
2022
Q4 		$187K Buy
+2,617
New +$175K 0.04% 195
2018
Q3 		– Sell
-191
Closed -$9K – 716
2018
Q2 		$9K Sell
191
-46
-19% -$2.06K ﹤0.01% 544
2018
Q1 		$10K Sell
237
-94
-28% -$4.17K 0.01% 522
2017
Q4 		$16K Buy
+331
New +$16.9K 0.01% 447

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gryphon Financial Partners's SO Position: Q1 2026 in Review

Gryphon Financial Partners increased its Southern Company (SO) stake by 11% in Q1 2026, buying an estimated $27.8K and bringing the position to 2,943 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #294.

Gryphon Financial Partners first reported a position in SO in Q4 2017 and has held it in 13 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Gryphon Financial Partners held 2,943 shares of Southern Company worth $284K as of Q1 2026.
  • Gryphon Financial Partners bought 300 Southern Company shares in Q1 2026, an estimated $27.8K.
  • Southern Company made up 0.03% of Gryphon Financial Partners's portfolio in Q1 2026, its #294 holding.
  • Gryphon Financial Partners first reported a position in Southern Company in Q4 2017 and has held it in 13 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Gryphon Financial Partners's 13F filing for Q1 2026, filed 6 May 2026.