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Sovereign Financial Group’s Opko Health OPK Stock Holding History

Sovereign Financial Group’s Portfolio OPK Stock Details OPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20,078
Closed -$31.1K – 356
2025
Q3 		$31.1K Hold
20,078
– – 0.01% 324
2025
Q2 		$26.5K Sell
20,078
-6
-0% -$8 0.01% 311
2025
Q1 		$33.3K Buy
20,084
+10
+0% +$16 0.01% 283
2024
Q4 		$29.5K Hold
20,074
– – 0.01% 282
2024
Q3 		$29.9K Hold
20,074
– – 0.01% 282
2024
Q2 		$25.1K Hold
20,074
– – 0.01% 279
2024
Q1 		$24.1K Hold
20,074
– – 0.01% 285
2023
Q4 		$30.3K Hold
20,074
– – 0.01% 244
2023
Q3 		$32.1K Hold
20,074
– – 0.01% 224
2023
Q2 		$43.6K Hold
20,074
– – 0.01% 230
2023
Q1 		$29.3K Hold
20,074
– – 0.01% 214
2022
Q4 		$25.1K Buy
20,074
+74
+0.4% +$117 0.01% 218
2022
Q3 		$38K Hold
20,000
– – 0.02% 202
2022
Q2 		$51K Hold
20,000
– – 0.02% 207
2022
Q1 		$69K Hold
20,000
– – 0.03% 214
2021
Q4 		$96K Buy
+20,000
New +$80.9K 0.04% 206

Other funds holding OPK

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sovereign Financial Group's OPK Position: Q4 2025 in Review

Sovereign Financial Group sold out of Opko Health (OPK) in Q4 2025, closing a stake of 20,078 shares — an estimated $31.1K sold.

Sovereign Financial Group first reported a position in OPK in Q4 2021 and held it in 16 quarters. The position peaked at $96K in Q4 2021. 220 funds tracked by Wall St. Rank hold OPK as of Q4 2025.

  • Sovereign Financial Group reported no remaining Opko Health position as of Q4 2025 after selling out during the quarter.
  • Sovereign Financial Group sold 20,078 Opko Health shares in Q4 2025, an estimated $31.1K.
  • Sovereign Financial Group first reported a position in Opko Health in Q4 2021 and held it in 16 quarters.
  • Sovereign Financial Group's Opko Health position peaked at $96K in Q4 2021.
  • 220 funds tracked by Wall St. Rank held Opko Health as of Q4 2025.

Based on Sovereign Financial Group's 13F filing for Q4 2025, filed 7 Jan 2026.