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Southern Financial Group’s Tesla TSLA Stock Holding History

Southern Financial Group’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$366K Sell
869
-45
-5% -$17.9K 0.09% 54
2026
Q1 		$340K Buy
914
+2
+0.2% +$824 0.09% 55
2025
Q4 		$410K Buy
+912
New +$404K 0.12% 45

Other funds holding TSLA

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Southern Financial Group reduced its Tesla (TSLA) stake by 4.9% in Q2 2026, selling an estimated $17.9K and leaving 869 shares worth $366K. The position accounts for 0.09% of the portfolio, ranked #54.

Southern Financial Group first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $410K in Q4 2025. 2,514 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Southern Financial Group held 869 shares of Tesla worth $366K as of Q2 2026.
  • Southern Financial Group sold 45 Tesla shares in Q2 2026, an estimated $17.9K.
  • Tesla made up 0.09% of Southern Financial Group's portfolio in Q2 2026, its #54 holding.
  • Southern Financial Group first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's Tesla position peaked at $410K in Q4 2025.
  • 2,514 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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