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Southern Financial Group’s IBM IBM Stock Holding History

Southern Financial Group’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$434K Buy
1,542
+92
+6% +$23.2K 0.11% 47
2026
Q1 		$351K Sell
1,450
-4
-0.3% -$1.08K 0.1% 52
2025
Q4 		$431K Buy
+1,454
New +$435K 0.12% 44

Other funds holding IBM

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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

Southern Financial Group increased its IBM (IBM) stake by 6.3% in Q2 2026, buying an estimated $23.2K and bringing the position to 1,542 shares worth $434K. The position accounts for 0.11% of the portfolio, ranked #47.

Southern Financial Group first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 2,159 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Southern Financial Group held 1,542 shares of IBM worth $434K as of Q2 2026.
  • Southern Financial Group bought 92 IBM shares in Q2 2026, an estimated $23.2K.
  • IBM made up 0.11% of Southern Financial Group's portfolio in Q2 2026, its #47 holding.
  • Southern Financial Group first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • 2,159 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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