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Sovereign Financial Group’s Amazon AMZN Stock Holding History

Sovereign Financial Group’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.16M Sell
17,447
-606
-3% -$152K 0.64% 26
2026
Q1 		$3.76M Buy
18,053
+370
+2% +$81.5K 0.65% 25
2025
Q4 		$4.08M Buy
17,683
+509
+3% +$116K 0.7% 26
2025
Q3 		$3.77M Buy
17,174
+654
+4% +$148K 0.71% 25
2025
Q2 		$3.62M Sell
16,520
-2,132
-11% -$422K 0.75% 25
2025
Q1 		$3.55M Sell
18,652
-43
-0.2% -$9.33K 0.82% 25
2024
Q4 		$4.1M Sell
18,695
-405
-2% -$82.9K 0.94% 21
2024
Q3 		$3.56M Buy
19,100
+774
+4% +$141K 0.83% 26
2024
Q2 		$3.54M Buy
18,326
+219
+1% +$40.2K 0.88% 23
2024
Q1 		$3.27M Buy
18,107
+2,939
+19% +$491K 0.87% 24
2023
Q4 		$2.3M Sell
15,168
-1,562
-9% -$219K 0.7% 26
2023
Q3 		$2.13M Buy
16,730
+273
+2% +$36.6K 0.76% 27
2023
Q2 		$2.15M Buy
16,457
+3,400
+26% +$388K 0.7% 28
2023
Q1 		$1.35M Buy
13,057
+2,138
+20% +$207K 0.5% 51
2022
Q4 		$917K Buy
10,919
+1,438
+15% +$142K 0.36% 74
2022
Q3 		$1.07M Buy
9,481
+619
+7% +$78.2K 0.43% 55
2022
Q2 		$941K Buy
8,862
+122
+1% +$15.3K 0.37% 70
2022
Q1 		$1.43M Sell
8,740
-140
-2% -$21.6K 0.53% 54
2021
Q4 		$1.48M Sell
8,880
-420
-5% -$71.9K 0.59% 49
2021
Q3 		$1.53M Buy
9,300
+200
+2% +$34.5K 0.88% 28
2021
Q2 		$1.41M Hold
9,100
– – 0.85% 29
2021
Q1 		$1.41M Sell
9,100
-260
-3% -$41.2K 0.88% 27
2020
Q4 		$1.52M Buy
+9,360
New +$1.49M 1.1% 22

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sovereign Financial Group's AMZN Position: Q2 2026 in Review

Sovereign Financial Group reduced its Amazon (AMZN) stake by 3.4% in Q2 2026, selling an estimated $152K and leaving 17,447 shares worth $4.16M. The position accounts for 0.64% of the portfolio, ranked #26.

Sovereign Financial Group first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 2,107 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Sovereign Financial Group held 17,447 shares of Amazon worth $4.16M as of Q2 2026.
  • Sovereign Financial Group sold 606 Amazon shares in Q2 2026, an estimated $152K.
  • Amazon made up 0.64% of Sovereign Financial Group's portfolio in Q2 2026, its #26 holding.
  • Sovereign Financial Group first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.