Sovereign Financial Group, Inc.
All 13F Filings
- Location
- Stamford, CT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 575,596
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 365 | 575,596 | 13F-HR | Sovereign Financial Group, Inc. |
| Q4 2025 | 1/7/2026 | 349 | 580,408 | 13F-HR | Sovereign Financial Group, Inc. |
| Q3 2025 | 10/17/2025 | 327 | 534,071 | 13F-HR | Sovereign Financial Group, Inc. |
| Q2 2025 | 7/25/2025 | 313 | 485,144 | 13F-HR | Sovereign Financial Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
719
(0.1% of total reported value)
· QoQ Δ:
-18.56 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 181.2 K | 31.7% | 0 | 191.4 K | -191.4 K |
| ETFs | 369.7 K | 64.7% | 203.2 K | 0 | 203.2 K |
| Debt | 20.27 K | 3.5% | 4.205 K | 0 | 4.205 K |
| Other | 0 | 0.0% | 0 | 2.303 K | -2.303 K |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
575,596
Holdings
365
QoQ value change ($000)
-4,812
(-0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.