Sovereign Financial Group’s Ocean Power Technologies OPTT Stock Holding History

Sovereign Financial Group’s Portfolio OPTT Stock Details OPTT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.45K	Hold	567	–	–	﹤0.01%	386
2026 Q1	$5.95K	Hold	567	–	–	﹤0.01%	364
2025 Q4	$5.1K	Hold	567	–	–	﹤0.01%	348
2025 Q3	$8.56K	Hold	567	–	–	﹤0.01%	327
2025 Q2	$8.07K	Buy	567 +67	+13%	+$954	﹤0.01%	313
2025 Q1	$6.84K	Hold	500	–	–	﹤0.01%	286
2024 Q4	$15.3K	Buy	+500	New	+$3.76K	﹤0.01%	283

Other funds holding OPTT

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

SIG

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Sovereign Financial Group held its Ocean Power Technologies (OPTT) position steady in Q2 2026 at 567 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Sovereign Financial Group first reported a position in OPTT in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.3K in Q4 2024. 78 funds tracked by Wall St. Rank hold OPTT as of Q2 2026.

Sovereign Financial Group held 567 shares of Ocean Power Technologies worth $4.45K as of Q2 2026.
Sovereign Financial Group left its Ocean Power Technologies share count unchanged in Q2 2026.
Ocean Power Technologies made up ﹤0.01% of Sovereign Financial Group's portfolio in Q2 2026, its #386 holding.
Sovereign Financial Group first reported a position in Ocean Power Technologies in Q4 2024 and has held it in 7 quarters since.
Sovereign Financial Group's Ocean Power Technologies position peaked at $15.3K in Q4 2024.
78 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q2 2026.

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