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Southern Financial Group’s Abbott ABT Stock Holding History

Southern Financial Group’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$222K Buy
2,443
+248
+11% +$22.6K 0.06% 84
2026
Q1 		$225K Buy
2,195
+274
+14% +$30.9K 0.06% 79
2025
Q4 		$241K Buy
+1,921
New +$245K 0.07% 70

Other funds holding ABT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Southern Financial Group increased its Abbott (ABT) stake by 11% in Q2 2026, buying an estimated $22.6K and bringing the position to 2,443 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #84.

Southern Financial Group first reported a position in ABT in Q4 2025 and has held it in 3 quarters since. The position peaked at $241K in Q4 2025. 1,656 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Southern Financial Group held 2,443 shares of Abbott worth $222K as of Q2 2026.
  • Southern Financial Group bought 248 Abbott shares in Q2 2026, an estimated $22.6K.
  • Abbott made up 0.06% of Southern Financial Group's portfolio in Q2 2026, its #84 holding.
  • Southern Financial Group first reported a position in Abbott in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's Abbott position peaked at $241K in Q4 2025.
  • 1,656 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

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