SFS
BHR

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LIP
Landmark Investment Partners West Palm Beach, Florida $399M AUM 2.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sowell Financial Services's BHR Position: Q2 2026 in Review

Sowell Financial Services increased its Braemar Hotels & Resorts (BHR) stake by 0% in Q2 2026, buying an estimated $5 and bringing the position to 69,899 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Sowell Financial Services first reported a position in BHR in Q4 2020 and has held it in 17 quarters since. The position peaked at $351K in Q4 2021. 128 funds tracked by Wall St. Rank hold BHR as of Q2 2026.

  • Sowell Financial Services held 69,899 shares of Braemar Hotels & Resorts worth $151K as of Q2 2026.
  • Sowell Financial Services bought 2 Braemar Hotels & Resorts shares in Q2 2026, an estimated $5.
  • Braemar Hotels & Resorts made up ﹤0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1112 holding.
  • Sowell Financial Services first reported a position in Braemar Hotels & Resorts in Q4 2020 and has held it in 17 quarters since.
  • Sowell Financial Services's Braemar Hotels & Resorts position peaked at $351K in Q4 2021.
  • 128 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.