Sowell Financial Services
BHR icon

Sowell Financial Services’s Braemar Hotels & Resorts BHR Stock Holding History

Sowell Financial Services’s Portfolio BHR Stock Details BHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$117K Sell
69,897
-2
-0% -$4 ﹤0.01% 1166
2026
Q2 		$151K Buy
69,899
+2
+0% +$5 ﹤0.01% 1112
2026
Q1 		$165K Sell
69,897
-1,500
-2% -$4.18K 0.01% 1067
2025
Q4 		$205K Buy
71,397
+1,181
+2% +$3.18K 0.01% 1023
2025
Q3 		$192K Sell
70,216
-955
-1% -$2.41K 0.01% 1009
2025
Q2 		$174K Buy
71,171
+8,055
+13% +$17.7K 0.01% 980
2025
Q1 		$157K Buy
+63,116
New +$172K 0.01% 950
2024
Q4 		– Sell
-64,141
Closed -$201K – 511
2024
Q3 		$201K Buy
+64,141
New +$201K 0.01% 529
2023
Q4 		– Sell
-71,411
Closed -$201K – 533
2023
Q3 		$201K Buy
71,411
+1,718
+2% +$5.33K 0.01% 505
2023
Q2 		$284K Hold
69,693
– – 0.02% 518
2023
Q1 		$269K Sell
69,693
-1,000
-1% -$4.66K 0.02% 597
2022
Q4 		$294K Buy
70,693
+256
+0.4% +$1.05K 0.02% 489
2022
Q3 		$304K Buy
70,437
+15
+0% +$76 0.03% 368
2022
Q2 		$303K Buy
+70,422
New +$398K 0.03% 252
2022
Q1 		– Sell
-68,826
Closed -$351K – 198
2021
Q4 		$351K Buy
68,826
+2,294
+3% +$11.3K 0.02% 469
2021
Q3 		$323K Buy
+66,532
New +$347K 0.02% 442
2021
Q2 		– Sell
-4,252
Closed -$30K – 770
2021
Q1 		$30K Buy
4,252
+2,752
+183% +$16.2K ﹤0.01% 1862
2020
Q4 		$7K Buy
+1,500
New +$5.25K ﹤0.01% 2148

Other funds holding BHR

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Sowell Financial Services's BHR Position: Q3 2026 in Review

Sowell Financial Services reduced its Braemar Hotels & Resorts (BHR) stake by 0% in Q3 2026, selling an estimated $4 and leaving 69,897 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Sowell Financial Services first reported a position in BHR in Q4 2020 and has held it in 18 quarters since. The position peaked at $351K in Q4 2021. 11 funds tracked by Wall St. Rank hold BHR as of Q3 2026.

  • Sowell Financial Services held 69,897 shares of Braemar Hotels & Resorts worth $117K as of Q3 2026.
  • Sowell Financial Services sold 2 Braemar Hotels & Resorts shares in Q3 2026, an estimated $4.
  • Braemar Hotels & Resorts made up ﹤0.01% of Sowell Financial Services's portfolio in Q3 2026, its #1166 holding.
  • Sowell Financial Services first reported a position in Braemar Hotels & Resorts in Q4 2020 and has held it in 18 quarters since.
  • Sowell Financial Services's Braemar Hotels & Resorts position peaked at $351K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.