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First Foundation Advisors

SEC CIK
0001086763
Latest filing
Aug 14, 2026

SO holding history

Southern Co in every 13F filed by First Foundation Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overviewAll 13F holders of SOFull Q2 2026 holdings

Shares (Q2 2026)
6,365
Value
$609.2K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2024
Holdings of SO by First Foundation Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,365$609.2K<0.1%+2,611+69.6%AddedHolders
Q1 20263,754$362.3K<0.1%−3,032−44.7%ReducedHolders
Q4 20256,786$591.8K<0.1%+1,729+34.2%AddedHolders
Q3 20255,057$479.3K<0.1%+1,743+52.6%AddedHolders
Q2 20253,314$304.3K<0.1%+3,314NewHolders
Q3 20240$00.0%−1,637−100.0%Sold outHolders
Q2 20241,637$127.0K<0.1%+715+77.5%AddedHolders
Q1 2024922$66.1K<0.1%+922NewHolders