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Sovereign Financial Group’s XCF Global Inc SAFX Stock Holding History

Sovereign Financial Group’s Portfolio SAFX Stock Details SAFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,528
Closed -$3.85K – 407
2026
Q1 		$3.85K Hold
10,528
– – ﹤0.01% 365
2025
Q4 		$2.87K Buy
+10,528
New +$8.2K ﹤0.01% 349

Other funds holding SAFX

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM

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

Sovereign Financial Group sold out of XCF Global Inc (SAFX) in Q2 2026, closing a stake of 10,528 shares — an estimated $3.85K sold.

Sovereign Financial Group first reported a position in SAFX in Q4 2025 and held it in 2 quarters. The position peaked at $3.85K in Q1 2026. 53 funds tracked by Wall St. Rank hold SAFX as of Q2 2026.

  • Sovereign Financial Group reported no remaining XCF Global Inc position as of Q2 2026 after selling out during the quarter.
  • Sovereign Financial Group sold 10,528 XCF Global Inc shares in Q2 2026, an estimated $3.85K.
  • Sovereign Financial Group first reported a position in XCF Global Inc in Q4 2025 and held it in 2 quarters.
  • Sovereign Financial Group's XCF Global Inc position peaked at $3.85K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held XCF Global Inc as of Q2 2026.

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