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Sovereign Financial Group’s Tesla TSLA Stock Holding History

Sovereign Financial Group’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Hold
0
– -$15.5K – 321
2025
Q1 		– Hold
0
– – – 284

Other funds holding TSLA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Sovereign Financial Group increased its Tesla (TSLA) stake by 0.88% in Q2 2026, buying an estimated $9.54K and bringing the position to 2,757 shares worth $1.16M. The position accounts for 0.18% of the portfolio, ranked #99.

Sovereign Financial Group first reported a position in TSLA in Q3 2021 and has held it in 17 quarters since. 2,670 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Sovereign Financial Group held 2,757 shares of Tesla worth $1.16M as of Q2 2026.
  • Sovereign Financial Group bought 24 Tesla shares in Q2 2026, an estimated $9.54K.
  • Tesla made up 0.18% of Sovereign Financial Group's portfolio in Q2 2026, its #99 holding.
  • Sovereign Financial Group first reported a position in Tesla in Q3 2021 and has held it in 17 quarters since.
  • 2,670 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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