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Sovran Advisors’s Sanmina SANM Stock Holding History

Sovran Advisors’s Portfolio SANM Stock Details SANM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$236K Buy
1,369
+91
+7% +$19.9K 0.02% 547
2026
Q1 		$278K Buy
+1,278
New +$188K 0.02% 475

Other funds holding SANM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $1.31B AUM

Sovran Advisors's SANM Position: Q2 2026 in Review

Sovran Advisors increased its Sanmina (SANM) stake by 7.1% in Q2 2026, buying an estimated $19.9K and bringing the position to 1,369 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #547.

Sovran Advisors first reported a position in SANM in Q1 2026 and has held it in 2 quarters since. The position peaked at $278K in Q1 2026. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Sovran Advisors held 1,369 shares of Sanmina worth $236K as of Q2 2026.
  • Sovran Advisors bought 91 Sanmina shares in Q2 2026, an estimated $19.9K.
  • Sanmina made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #547 holding.
  • Sovran Advisors first reported a position in Sanmina in Q1 2026 and has held it in 2 quarters since.
  • Sovran Advisors's Sanmina position peaked at $278K in Q1 2026.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.