Southern Financial Group, LLC JSMD β€” JANUS DETROIT STR TR

Ownership history in Southern Financial Group, LLC  Β·  2 quarters on record

AI Ownership Summary

Southern Financial Group, LLC reported JANUS DETROIT STR TR (JSMD) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 11.37% in 2026 Q2. The latest visible filing shows JSMD at 11.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JSMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Southern Financial Group, LLC's position in JANUS DETROIT STR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JSMD was reported at 11.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.37% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Southern Financial Group, LLC held JSMD β€” position size vs. price
% of Fund (quarterly)    JSMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 439,966 +691 +0.2% 11.37% $44.5M 2026-07-24 $nan
2026 Q1 INITIATED β€” β€” β€” 439,275 β€” β€” 9.74% $34.9M 2026-06-18 $97.95

FAQ About Southern Financial Group, LLC and JSMD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Southern Financial Group, LLC reported owning JSMD?

Southern Financial Group, LLC reported JSMD across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported JSMD position in Southern Financial Group, LLC's portfolio?

The largest reported portfolio weight for JSMD was 11.37% in 2026 Q2.

What is the latest reported JSMD position on this page?

The most recent filing on this page is 2026 Q2, when Southern Financial Group, LLC reported 439,966 shares, equal to 11.37% of portfolio, with an estimated market value of $44.5M.

What does the chart on this JSMD ownership page compare?

The chart compares Southern Financial Group, LLC's quarterly JSMD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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