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Southern Financial Group’s Dow Inc DOW Stock Holding History

Southern Financial Group’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$235K Sell
8,587
-349
-4% -$12.7K 0.06% 81
2026
Q1 		$372K Buy
8,936
+46
+0.5% +$1.46K 0.1% 48
2025
Q4 		$208K Buy
+8,890
New +$204K 0.06% 78

Other funds holding DOW

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Southern Financial Group reduced its Dow Inc (DOW) stake by 3.9% in Q2 2026, selling an estimated $12.7K and leaving 8,587 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #81.

Southern Financial Group first reported a position in DOW in Q4 2025 and has held it in 3 quarters since. The position peaked at $372K in Q1 2026. 593 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Southern Financial Group held 8,587 shares of Dow Inc worth $235K as of Q2 2026.
  • Southern Financial Group sold 349 Dow Inc shares in Q2 2026, an estimated $12.7K.
  • Dow Inc made up 0.06% of Southern Financial Group's portfolio in Q2 2026, its #81 holding.
  • Southern Financial Group first reported a position in Dow Inc in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's Dow Inc position peaked at $372K in Q1 2026.
  • 593 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

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