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Southern Financial Group’s Apple AAPL Stock Holding History

Southern Financial Group’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.76M Sell
9,548
-796
-8% -$228K 0.71% 9
2026
Q1 		$2.63M Sell
10,344
-195
-2% -$50.7K 0.73% 9
2025
Q4 		$2.87M Buy
+10,539
New +$2.83M 0.82% 9

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Southern Financial Group's AAPL Position: Q2 2026 in Review

Southern Financial Group reduced its Apple (AAPL) stake by 7.7% in Q2 2026, selling an estimated $228K and leaving 9,548 shares worth $2.76M. The position accounts for 0.71% of the portfolio, ranked #9.

Southern Financial Group first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.87M in Q4 2025. 3,653 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Southern Financial Group held 9,548 shares of Apple worth $2.76M as of Q2 2026.
  • Southern Financial Group sold 796 Apple shares in Q2 2026, an estimated $228K.
  • Apple made up 0.71% of Southern Financial Group's portfolio in Q2 2026, its #9 holding.
  • Southern Financial Group first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's Apple position peaked at $2.87M in Q4 2025.
  • 3,653 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.