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Dogwood Wealth Management’s DNA X Inc SONM Stock Holding History

Dogwood Wealth Management’s Portfolio SONM Stock Details SONM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13
Closed -$136 – 816
2025
Q3 		$136 Hold
13
– – ﹤0.01% 711
2025
Q2 		$155 Buy
+13
New +$321 ﹤0.01% 671

Other funds holding SONM

PCM
Potomac Capital Management New York $115M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Dogwood Wealth Management's SONM Position: Q4 2025 in Review

Dogwood Wealth Management sold out of DNA X Inc (SONM) in Q4 2025, closing a stake of 13 shares — an estimated $136 sold.

Dogwood Wealth Management first reported a position in SONM in Q2 2025 and held it in 2 quarters. The position peaked at $155 in Q2 2025. 8 funds tracked by Wall St. Rank hold SONM as of Q4 2025.

  • Dogwood Wealth Management reported no remaining DNA X Inc position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 13 DNA X Inc shares in Q4 2025, an estimated $136.
  • Dogwood Wealth Management first reported a position in DNA X Inc in Q2 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's DNA X Inc position peaked at $155 in Q2 2025.
  • 8 funds tracked by Wall St. Rank held DNA X Inc as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.