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Southern Financial Group’s Microsoft MSFT Stock Holding History

Southern Financial Group’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$684K Sell
1,833
-114
-6% -$46.1K 0.17% 29
2026
Q1 		$721K Buy
1,947
+365
+23% +$153K 0.2% 21
2025
Q4 		$765K Buy
+1,582
New +$793K 0.22% 18

Other funds holding MSFT

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Southern Financial Group reduced its Microsoft (MSFT) stake by 5.9% in Q2 2026, selling an estimated $46.1K and leaving 1,833 shares worth $684K. The position accounts for 0.17% of the portfolio, ranked #29.

Southern Financial Group first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $765K in Q4 2025. 3,620 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Southern Financial Group held 1,833 shares of Microsoft worth $684K as of Q2 2026.
  • Southern Financial Group sold 114 Microsoft shares in Q2 2026, an estimated $46.1K.
  • Microsoft made up 0.17% of Southern Financial Group's portfolio in Q2 2026, its #29 holding.
  • Southern Financial Group first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's Microsoft position peaked at $765K in Q4 2025.
  • 3,620 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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