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Sovereign Financial Group’s InterDigital IDCC Stock Holding History

Sovereign Financial Group’s Portfolio IDCC Stock Details IDCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-838
Closed -$253K – 394
2026
Q1 		$253K Sell
838
-285
-25% -$96.9K 0.04% 304
2025
Q4 		$358K Buy
1,123
+190
+20% +$67.2K 0.06% 242
2025
Q3 		$322K Buy
+933
New +$253K 0.06% 250

Other funds holding IDCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Sovereign Financial Group sold out of InterDigital (IDCC) in Q2 2026, closing a stake of 838 shares — an estimated $253K sold.

Sovereign Financial Group first reported a position in IDCC in Q3 2025 and held it in 3 quarters. The position peaked at $358K in Q4 2025. 510 funds tracked by Wall St. Rank hold IDCC as of Q2 2026.

  • Sovereign Financial Group reported no remaining InterDigital position as of Q2 2026 after selling out during the quarter.
  • Sovereign Financial Group sold 838 InterDigital shares in Q2 2026, an estimated $253K.
  • Sovereign Financial Group first reported a position in InterDigital in Q3 2025 and held it in 3 quarters.
  • Sovereign Financial Group's InterDigital position peaked at $358K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held InterDigital as of Q2 2026.

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