SFG
KNG icon

Southern Financial Group’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Southern Financial Group’s Portfolio KNG Stock Details KNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.4M Buy
641,223
+22,325
+4% +$1.1M 8.26% 7
2026
Q1 		$30.1M Buy
618,898
+18,130
+3% +$921K 8.42% 7
2025
Q4 		$29.5M Buy
+600,768
New +$29.4M 8.45% 7

Other funds holding KNG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

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

Southern Financial Group increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 3.6% in Q2 2026, buying an estimated $1.1M and bringing the position to 641,223 shares worth $32.4M. The position accounts for 8.26% of the portfolio, ranked #7.

Southern Financial Group first reported a position in KNG in Q4 2025 and has held it in 3 quarters since. 170 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

  • Southern Financial Group held 641,223 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $32.4M as of Q2 2026.
  • Southern Financial Group bought 22,325 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $1.1M.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 8.26% of Southern Financial Group's portfolio in Q2 2026, its #7 holding.
  • Southern Financial Group first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 170 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

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