Sovereign Financial Group, Inc.

Q4 2025 13F Holdings

Location
Stamford, CT
Holdings as of
12/31/2025
Value
$580M
Value excl. options
$561M
Num holdings
349
Date filed
1/7/2026
Form type
13F-HR
Prev filing
10/17/2025
Next filing
4/17/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type