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Sovereign Financial Group’s Arm ARM Stock Holding History

Sovereign Financial Group’s Portfolio ARM Stock Details ARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,995
Closed -$493K – 288
2024
Q4 		$493K Sell
3,995
-757
-16% -$107K 0.11% 164
2024
Q3 		$680K Buy
4,752
+763
+19% +$108K 0.16% 122
2024
Q2 		$653K Buy
3,989
+1,864
+88% +$232K 0.16% 117
2024
Q1 		$266K Buy
+2,125
New +$225K 0.07% 230

Other funds holding ARM

DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Sovereign Financial Group's ARM Position: Q1 2025 in Review

Sovereign Financial Group sold out of Arm (ARM) in Q1 2025, closing a stake of 3,995 shares — an estimated $493K sold.

Sovereign Financial Group first reported a position in ARM in Q1 2024 and held it in 4 quarters. The position peaked at $680K in Q3 2024. 635 funds tracked by Wall St. Rank hold ARM as of Q1 2025.

  • Sovereign Financial Group reported no remaining Arm position as of Q1 2025 after selling out during the quarter.
  • Sovereign Financial Group sold 3,995 Arm shares in Q1 2025, an estimated $493K.
  • Sovereign Financial Group first reported a position in Arm in Q1 2024 and held it in 4 quarters.
  • Sovereign Financial Group's Arm position peaked at $680K in Q3 2024.
  • 635 funds tracked by Wall St. Rank held Arm as of Q1 2025.

Based on Sovereign Financial Group's 13F filing for Q1 2025, filed 11 Apr 2025.