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Southern Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Southern Financial Group’s Portfolio BMY Stock Details BMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$509K Buy
8,834
+167
+2% +$9.59K 0.13% 39
2026
Q1 		$526K Buy
8,667
+74
+0.9% +$4.31K 0.15% 33
2025
Q4 		$464K Buy
+8,593
New +$413K 0.13% 40

Other funds holding BMY

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM

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

Southern Financial Group increased its Bristol-Myers Squibb (BMY) stake by 1.9% in Q2 2026, buying an estimated $9.59K and bringing the position to 8,834 shares worth $509K. The position accounts for 0.13% of the portfolio, ranked #39.

Southern Financial Group first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $526K in Q1 2026. 1,399 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Southern Financial Group held 8,834 shares of Bristol-Myers Squibb worth $509K as of Q2 2026.
  • Southern Financial Group bought 167 Bristol-Myers Squibb shares in Q2 2026, an estimated $9.59K.
  • Bristol-Myers Squibb made up 0.13% of Southern Financial Group's portfolio in Q2 2026, its #39 holding.
  • Southern Financial Group first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's Bristol-Myers Squibb position peaked at $526K in Q1 2026.
  • 1,399 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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