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Frank, Rimerman Advisors LLC

SEC CIK
0001977560
Latest filing
Jul 27, 2026

SO holding history

Southern Co in every 13F filed by Frank, Rimerman Advisors 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)
26,339
Value
$2.52M
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of SO by Frank, Rimerman Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,339$2.52M0.1%+136+0.5%AddedHolders
Q1 202626,203$2.53M0.2%−2,965−10.2%ReducedHolders
Q4 202529,168$2.54M0.2%+8,421+40.6%AddedHolders
Q3 202520,747$1.97M0.1%+710+3.5%AddedHolders
Q2 202520,037$1.84M0.1%+1,652+9.0%AddedHolders
Q1 202518,385$1.69M0.1%+304+1.7%AddedHolders
Q4 202418,081$1.49M0.1%+40.0%AddedHolders
Q3 202418,077$1.63M0.1%+60.0%AddedHolders
Q2 202418,071$1.40M0.1%+18,014+31,603.5%AddedHolders
Q1 202457$4.09K<0.1%00.0%UnchangedHolders
Q4 202357$4.00K<0.1%+57NewHolders