Bank of America
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Bank of America’s Sovereign's Capital Flourish Fund SOVF Stock Holding History

Bank of America’s Portfolio SOVF Stock Details SOVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-820
Closed -$23.9K – 6754
2025
Q4 		$23.9K Hold
820
– – ﹤0.01% 6013
2025
Q3 		$24.8K Buy
+820
New +$24.9K ﹤0.01% 7030

Other funds holding SOVF

CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

Bank of America's SOVF Position: Q1 2026 in Review

Bank of America sold out of Sovereign's Capital Flourish Fund (SOVF) in Q1 2026, closing a stake of 820 shares — an estimated $23.9K sold.

Bank of America first reported a position in SOVF in Q3 2025 and held it in 2 quarters. The position peaked at $24.8K in Q3 2025. 26 funds tracked by Wall St. Rank hold SOVF as of Q1 2026.

  • Bank of America reported no remaining Sovereign's Capital Flourish Fund position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 820 Sovereign's Capital Flourish Fund shares in Q1 2026, an estimated $23.9K.
  • Bank of America first reported a position in Sovereign's Capital Flourish Fund in Q3 2025 and held it in 2 quarters.
  • Bank of America's Sovereign's Capital Flourish Fund position peaked at $24.8K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held Sovereign's Capital Flourish Fund as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.