Holcombe Financial
SO icon

Holcombe Financial’s Southern Company SO Stock Holding History

Holcombe Financial’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 		$426K Buy
5,140
+40
+0.8% +$3.64K 0.24% 38
2026
Q2 		$488K Buy
5,100
+37
+0.7% +$3.48K 0.28% 37
2026
Q1 		$489K Buy
+5,063
New +$468K 0.29% 36

Other funds holding SO

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Holcombe Financial's SO Position: Q3 2026 in Review

Holcombe Financial increased its Southern Company (SO) stake by 0.78% in Q3 2026, buying an estimated $3.64K and bringing the position to 5,140 shares worth $426K. The position accounts for 0.24% of the portfolio, ranked #38.

Holcombe Financial first reported a position in SO in Q1 2026 and has held it in 3 quarters since. The position peaked at $489K in Q1 2026. 1,269 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Holcombe Financial held 5,140 shares of Southern Company worth $426K as of Q3 2026.
  • Holcombe Financial bought 40 Southern Company shares in Q3 2026, an estimated $3.64K.
  • Southern Company made up 0.24% of Holcombe Financial's portfolio in Q3 2026, its #38 holding.
  • Holcombe Financial first reported a position in Southern Company in Q1 2026 and has held it in 3 quarters since.
  • Holcombe Financial's Southern Company position peaked at $489K in Q1 2026.
  • 1,269 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.