Southern Financial Group, LLC

Position in GS — Goldman Sachs Group Inc

CIK 2140714 BIRMINGHAM, AL

Position in GS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$278,126

+$41,249 QoQ

Shares Held

275

-1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#2,629

of 3,124 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Southern Financial Group, LLC holds $1,686,211 across 4 Capital Markets names. GS ranks #4 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	2,926	$611,651
2	CRCL	Circle Internet Group, Inc.	7,208	$451,437
3	SCHW	Schwab Charles Corp	3,739	$344,997
4	GS	Goldman Sachs Group Inc This page	275	$278,126

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$278,126	275	-1.8%	Shares	Sole	2026-07-24
2026-03-31	$236,877	280	-5.7%	Shares	Sole	2026-06-18
2025-12-31	$261,063	297	—	Shares	Sole	2026-06-18
No filing history on record for this holder in this stock.