Southern Financial Group, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports the firm holds 89 positions with a total value of $3,662,917,440.
The largest holding in the portfolio is Southern Company, with 29,865,649 shares valued at $360,304,000. The firm also holds significant positions in Medical Properties Trust, Inc., with 188,547 shares valued at $54,493,000, and Westwater Resources, Inc., with 71,372 shares valued at $13,725,400.
Other notable positions include Regions Financial Corporation with 1,637,336 shares valued at $60,912,000, and Pinnacle Financial Partners, Inc. with 272,134 shares valued at $2,907,000. The portfolio also includes significant stakes in energy and technology companies, such as Kinder Morgan Inc. with 260,789 shares valued at $8,649,000 and Micron Technology Inc. with 1,570,274 shares valued at $1,474,000.
The filing lists David Franklin Painter as the Chief Compliance Officer responsible for the report.
