SFG
ABBV icon

Southern Financial Group’s AbbVie ABBV Stock Holding History

Southern Financial Group’s Portfolio ABBV Stock Details ABBV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$792K Sell
3,148
-117
-4% -$25.2K 0.2% 24
2026
Q1 		$710K Sell
3,265
-42
-1% -$9.32K 0.2% 23
2025
Q4 		$756K Buy
+3,307
New +$753K 0.22% 19

Other funds holding ABBV

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Southern Financial Group reduced its AbbVie (ABBV) stake by 3.6% in Q2 2026, selling an estimated $25.2K and leaving 3,148 shares worth $792K. The position accounts for 0.2% of the portfolio, ranked #24.

Southern Financial Group first reported a position in ABBV in Q4 2025 and has held it in 3 quarters since. 2,493 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Southern Financial Group held 3,148 shares of AbbVie worth $792K as of Q2 2026.
  • Southern Financial Group sold 117 AbbVie shares in Q2 2026, an estimated $25.2K.
  • AbbVie made up 0.2% of Southern Financial Group's portfolio in Q2 2026, its #24 holding.
  • Southern Financial Group first reported a position in AbbVie in Q4 2025 and has held it in 3 quarters since.
  • 2,493 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

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