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Southern Financial Group’s Johnson & Johnson JNJ Stock Holding History

Southern Financial Group’s Portfolio JNJ Stock Details JNJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$255K Sell
1,004
-42
-4% -$9.79K 0.07% 76
2026
Q1 		$256K Buy
1,046
+19
+2% +$4.43K 0.07% 72
2025
Q4 		$213K Buy
+1,027
New +$203K 0.06% 77

Other funds holding JNJ

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

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

Southern Financial Group reduced its Johnson & Johnson (JNJ) stake by 4% in Q2 2026, selling an estimated $9.79K and leaving 1,004 shares worth $255K. The position accounts for 0.07% of the portfolio, ranked #76.

Southern Financial Group first reported a position in JNJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $256K in Q1 2026. 2,816 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Southern Financial Group held 1,004 shares of Johnson & Johnson worth $255K as of Q2 2026.
  • Southern Financial Group sold 42 Johnson & Johnson shares in Q2 2026, an estimated $9.79K.
  • Johnson & Johnson made up 0.07% of Southern Financial Group's portfolio in Q2 2026, its #76 holding.
  • Southern Financial Group first reported a position in Johnson & Johnson in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's Johnson & Johnson position peaked at $256K in Q1 2026.
  • 2,816 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

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