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Manager record

Southern Financial Group, LLC

CIK 2140714 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$391.84MReported 13F valueQ2 2026 · as filed
95Holdings listed
-44.6%vs prior quartervalue change includes market moves
2Quarters on record
Jul 24Latest filed
Reported 13F value by quarter, Q1 2026 to Q2 2026Q1 2026: $707.2M$707.2MQ1 2026175 holdingsQ2 2026: $391.8M$391.8MQ2 202695 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 24 2026 13F-HR · period Q2 2026

$391.84M · 95 holdings listed · View original SEC filing ↗
Jun 18 2026 13F-HR · period Q1 2026

$349.24M · 84 holdings listed · View original SEC filing ↗
Jun 18 2026 13F-HR · period Q1 2026

$357.96M · 91 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 24, 2026 · Change methodology