Sovereign Financial Group, Inc.
All 13F Filings
- Location
- Stamford, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 654,386
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 386 | 654,386 | 13F-HR | Sovereign Financial Group, Inc. |
| 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):
709
(0.1% of total reported value)
· QoQ Δ:
-10
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 209 K | 32.1% | 27.84 K | 0 | 27.84 K |
| ETFs | 421.4 K | 64.6% | 51.65 K | 0 | 51.65 K |
| Debt | 21.65 K | 3.3% | 1.375 K | 0 | 1.375 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
654,386
Holdings
386
QoQ value change ($000)
78,790
(13.7%)
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.