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Livermore
Livermore
ZHEN

Beacon Financial Group

SEC CIK
0001591379
Latest filing
Jul 16, 2026

SO holding history

Southern Co in every 13F filed by Beacon Financial Group, 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)
7,030
Value
$672.9K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SO by Beacon Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,030$672.9K0.1%−243−3.3%ReducedHolders
Q1 20267,273$702.0K0.1%+20+0.3%AddedHolders
Q4 20257,253$632.5K0.1%−120−1.6%ReducedHolders
Q3 20257,373$698.7K0.1%00.0%UnchangedHolders
Q2 20257,373$677.1K0.1%−786−9.6%ReducedHolders
Q1 20258,159$750.2K0.1%+55+0.7%AddedHolders
Q4 20248,104$667.1K0.1%−31−0.4%ReducedHolders
Q3 20248,135$733.6K0.1%−118−1.4%ReducedHolders
Q2 20248,253$640.2K0.1%+127+1.6%AddedHolders
Q1 20248,126$583.0K0.1%00.0%UnchangedHolders
Q4 20238,126$569.8K0.1%00.0%UnchangedHolders
Q3 20238,126$550.0K0.1%−70−0.9%ReducedHolders
Q2 20238,196$567.0K0.1%+70+0.9%AddedHolders
Q1 20238,126$585.0K0.1%00.0%UnchangedHolders
Q4 20228,126$581.0K0.1%00.0%UnchangedHolders
Q3 20228,126$564.0K0.1%00.0%UnchangedHolders
Q2 20228,126$565.0K0.1%−101−1.2%ReducedHolders
Q1 20228,227$601.0K0.1%+101+1.2%AddedHolders
Q4 20218,126$554.0K0.1%−100−1.2%ReducedHolders
Q3 20218,226$515.0K0.1%00.0%UnchangedHolders
Q2 20218,226$518.0K0.1%−722−8.1%ReducedHolders
Q1 20218,948$532.0K0.1%––Holders

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