Raymond James Financial
SOVF icon

Raymond James Financial’s Sovereign's Capital Flourish Fund SOVF Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-27
Closed -$814 – 6513
2025
Q2 		$814 Buy
+27
New +$784 ﹤0.01% 6600

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OWM
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KP
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OFS
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Raymond James Financial's SOVF Position: Q3 2025 in Review

Raymond James Financial sold out of Sovereign's Capital Flourish Fund (SOVF) in Q3 2025, closing a stake of 27 shares — an estimated $814 sold.

Raymond James Financial first reported a position in SOVF in Q2 2025 and held it in 1 quarter. The position peaked at $814 in Q2 2025. 30 funds tracked by Wall St. Rank hold SOVF as of Q3 2025.

  • Raymond James Financial reported no remaining Sovereign's Capital Flourish Fund position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 27 Sovereign's Capital Flourish Fund shares in Q3 2025, an estimated $814.
  • Raymond James Financial first reported a position in Sovereign's Capital Flourish Fund in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Sovereign's Capital Flourish Fund position peaked at $814 in Q2 2025.
  • 30 funds tracked by Wall St. Rank held Sovereign's Capital Flourish Fund as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.