STAR Financial Bank’s Southern Company SO Stock Holding History

STAR Financial Bank’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$293K	Buy	3,059 +57	+2%	+$5.37K	0.12%	85
2026 Q1	$290K	Sell	3,002 -38	-1%	-$3.52K	0.14%	80
2025 Q4	$265K	Sell	3,040 -260	-8%	-$23.7K	0.14%	94
2025 Q3	$313K	Sell	3,300 -755	-19%	-$70.5K	0.19%	87
2025 Q2	$372K	Buy	4,055 +34	+0.8%	+$3.05K	0.24%	79
2025 Q1	$370K	Sell	4,021 -346	-8%	-$30K	0.27%	73
2024 Q4	$359K	Sell	4,367 -700	-14%	-$61.4K	0.26%	72
2024 Q3	$457K	Sell	5,067 -493	-9%	-$42.1K	0.31%	69
2024 Q2	$431K	Sell	5,560 -825	-13%	-$62.5K	0.33%	73
2024 Q1	$458K	Hold	6,385	–	–	0.39%	62
2023 Q4	$448K	Buy	6,385 +611	+11%	+$42K	0.41%	61
2023 Q3	$374K	Sell	5,774 -548	-9%	-$38K	0.38%	61
2023 Q2	$444K	Buy	6,322 +150	+2%	+$10.8K	0.41%	57
2023 Q1	$429K	Buy	6,172 +30	+0.5%	+$2.02K	0.42%	59
2022 Q4	$439K	Buy	+6,142	New	+$411K	0.44%	57

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

STAR Financial Bank's SO Position: Q2 2026 in Review

STAR Financial Bank increased its Southern Company (SO) stake by 1.9% in Q2 2026, buying an estimated $5.37K and bringing the position to 3,059 shares worth $293K. The position accounts for 0.12% of the portfolio, ranked #85.

STAR Financial Bank first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $458K in Q1 2024. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

STAR Financial Bank held 3,059 shares of Southern Company worth $293K as of Q2 2026.
STAR Financial Bank bought 57 Southern Company shares in Q2 2026, an estimated $5.37K.
Southern Company made up 0.12% of STAR Financial Bank's portfolio in Q2 2026, its #85 holding.
STAR Financial Bank first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
STAR Financial Bank's Southern Company position peaked at $458K in Q1 2024.
2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.