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Southern Financial Group’s GE Aerospace GE Stock Holding History

Southern Financial Group’s Portfolio GE Stock Details GE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$776K Sell
2,077
-31
-1% -$9.71K 0.2% 26
2026
Q1 		$598K Sell
2,108
-29
-1% -$9.11K 0.17% 27
2025
Q4 		$658K Buy
+2,137
New +$644K 0.19% 25

Other funds holding GE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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 GE Position: Q2 2026 in Review

Southern Financial Group reduced its GE Aerospace (GE) stake by 1.5% in Q2 2026, selling an estimated $9.71K and leaving 2,077 shares worth $776K. The position accounts for 0.2% of the portfolio, ranked #26.

Southern Financial Group first reported a position in GE in Q4 2025 and has held it in 3 quarters since. 1,949 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Southern Financial Group held 2,077 shares of GE Aerospace worth $776K as of Q2 2026.
  • Southern Financial Group sold 31 GE Aerospace shares in Q2 2026, an estimated $9.71K.
  • GE Aerospace made up 0.2% of Southern Financial Group's portfolio in Q2 2026, its #26 holding.
  • Southern Financial Group first reported a position in GE Aerospace in Q4 2025 and has held it in 3 quarters since.
  • 1,949 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

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