SFG
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Southern Financial Group’s Spire SR Stock Holding History

Southern Financial Group’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Sell
13,039
-556
-4% -$47.8K 0.26% 21
2026
Q1 		$1.23M Sell
13,595
-788
-5% -$69.1K 0.34% 12
2025
Q4 		$1.19M Buy
+14,383
New +$1.23M 0.34% 13

Other funds holding SR

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
SSA
South Street Advisors New York $769M AUM 50.16% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Southern Financial Group reduced its Spire (SR) stake by 4.1% in Q2 2026, selling an estimated $47.8K and leaving 13,039 shares worth $1.02M. The position accounts for 0.26% of the portfolio, ranked #21.

Southern Financial Group first reported a position in SR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q1 2026. 148 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Southern Financial Group held 13,039 shares of Spire worth $1.02M as of Q2 2026.
  • Southern Financial Group sold 556 Spire shares in Q2 2026, an estimated $47.8K.
  • Spire made up 0.26% of Southern Financial Group's portfolio in Q2 2026, its #21 holding.
  • Southern Financial Group first reported a position in Spire in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's Spire position peaked at $1.23M in Q1 2026.
  • 148 funds tracked by Wall St. Rank held Spire as of Q2 2026.

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