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Livermore
Livermore
ZHEN

Bollard Group LLC

SEC CIK
0001556218
Latest filing
Aug 12, 2026

SO holding history

Southern Co in every 13F filed by Bollard Group LLC, 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)
355,146
Value
$34.0M
% of portfolio
1.0%
Quarters held
22
Since Q1 2021
Holdings of SO by Bollard Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026355,146$34.0M1.0%+15,005+4.4%AddedHolders
Q1 2026340,141$32.8M1.0%+18,101+5.6%AddedHolders
Q4 2025322,040$28.1M0.7%−128,581−28.5%ReducedHolders
Q3 2025450,621$42.7M1.1%+24,127+5.7%AddedHolders
Q2 2025426,494$39.2M0.9%+41,339+10.7%AddedHolders
Q1 2025385,155$35.4M0.9%+2,942+0.8%AddedHolders
Q4 2024382,213$31.5M0.9%−43,304−10.2%ReducedHolders
Q3 2024425,517$38.4M1.0%−31,042−6.8%ReducedHolders
Q2 2024456,559$35.4M1.0%+10,794+2.4%AddedHolders
Q1 2024445,765$32.0M1.0%+6,028+1.4%AddedHolders
Q4 2023439,737$30.8M1.1%+4,013+0.9%AddedHolders
Q3 2023435,724$28.2M1.0%+4,224+1.0%AddedHolders
Q2 2023431,500$30.3M1.0%+4,082+1.0%AddedHolders
Q1 2023427,418$29.7M1.1%+4,177+1.0%AddedHolders
Q4 2022423,241$30.2M1.2%−2,206−0.5%ReducedHolders
Q3 2022425,447$28.9M1.2%+3,402+0.8%AddedHolders
Q2 2022422,045$30.1M1.2%+3,510+0.8%AddedHolders
Q1 2022418,535$30.3M1.0%+829+0.2%AddedHolders
Q4 2021417,706$28.6M0.9%+2,210+0.5%AddedHolders
Q3 2021415,496$25.7M0.8%+16,318+4.1%AddedHolders
Q2 2021399,178$24.2M0.8%+14,003+3.6%AddedHolders
Q1 2021385,175$23.9M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.