SFG
H icon

Sovereign Financial Group’s Hyatt Hotels H Stock Holding History

Sovereign Financial Group’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$543K Buy
2,802
+8
+0.3% +$1.4K 0.08% 213
2026
Q1 		$402K Buy
2,794
+9
+0.3% +$1.43K 0.07% 240
2025
Q4 		$446K Buy
2,785
+122
+5% +$18.7K 0.08% 205
2025
Q3 		$378K Sell
2,663
-143
-5% -$20.5K 0.07% 227
2025
Q2 		$392K Buy
+2,806
New +$350K 0.08% 214

Other funds holding H

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FOF
Fenelon Opportunity Fund Dallas, Texas $2.01B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Sovereign Financial Group increased its Hyatt Hotels (H) stake by 0.29% in Q2 2026, buying an estimated $1.4K and bringing the position to 2,802 shares worth $543K. The position accounts for 0.08% of the portfolio, ranked #213.

Sovereign Financial Group first reported a position in H in Q2 2025 and has held it in 5 quarters since. 528 funds tracked by Wall St. Rank hold H as of Q2 2026.

  • Sovereign Financial Group held 2,802 shares of Hyatt Hotels worth $543K as of Q2 2026.
  • Sovereign Financial Group bought 8 Hyatt Hotels shares in Q2 2026, an estimated $1.4K.
  • Hyatt Hotels made up 0.08% of Sovereign Financial Group's portfolio in Q2 2026, its #213 holding.
  • Sovereign Financial Group first reported a position in Hyatt Hotels in Q2 2025 and has held it in 5 quarters since.
  • 528 funds tracked by Wall St. Rank held Hyatt Hotels as of Q2 2026.

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