SFG
SWMR

Sovereign Financial Group’s Swarmer Inc SWMR Stock Holding History

Sovereign Financial Group’s Portfolio SWMR Stock Details SWMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$255K Buy
+5,750
New +$249K 0.04% 324

Other funds holding SWMR

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

Sovereign Financial Group opened a new position in Swarmer Inc (SWMR) in Q2 2026: 5,750 shares worth $255K. The stake represents 0.04% of the portfolio and ranks #324 among its holdings.

18 funds tracked by Wall St. Rank hold SWMR as of Q2 2026.

  • Sovereign Financial Group held 5,750 shares of Swarmer Inc worth $255K as of Q2 2026.
  • Swarmer Inc was a new Sovereign Financial Group position in Q2 2026.
  • Swarmer Inc made up 0.04% of Sovereign Financial Group's portfolio in Q2 2026, its #324 holding.
  • 18 funds tracked by Wall St. Rank held Swarmer Inc as of Q2 2026.

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