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Southern Financial Group’s AeroVironment AVAV Stock Holding History

Southern Financial Group’s Portfolio AVAV Stock Details AVAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$204K Buy
1,233
+15
+1% +$2.69K 0.05% 88
2026
Q1 		$223K Buy
1,218
+136
+13% +$35.8K 0.06% 80
2025
Q4 		$262K Buy
+1,082
New +$340K 0.07% 65

Other funds holding AVAV

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Southern Financial Group increased its AeroVironment (AVAV) stake by 1.2% in Q2 2026, buying an estimated $2.69K and bringing the position to 1,233 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #88.

Southern Financial Group first reported a position in AVAV in Q4 2025 and has held it in 3 quarters since. The position peaked at $262K in Q4 2025. 255 funds tracked by Wall St. Rank hold AVAV as of Q2 2026.

  • Southern Financial Group held 1,233 shares of AeroVironment worth $204K as of Q2 2026.
  • Southern Financial Group bought 15 AeroVironment shares in Q2 2026, an estimated $2.69K.
  • AeroVironment made up 0.05% of Southern Financial Group's portfolio in Q2 2026, its #88 holding.
  • Southern Financial Group first reported a position in AeroVironment in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's AeroVironment position peaked at $262K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held AeroVironment as of Q2 2026.

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