Sowell Financial Services
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Sowell Financial Services’s Borr Drilling BORR Stock Holding History

Sowell Financial Services’s Portfolio BORR Stock Details BORR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$859K Sell
207,944
-5,200
-2% -$28.1K 0.03% 500
2026
Q1 		$1.23M Sell
213,144
-108,800
-34% -$557K 0.05% 397
2025
Q4 		$1.3M Sell
321,944
-2,886
-0.9% -$9.56K 0.05% 375
2025
Q3 		$874K Buy
+324,830
New +$808K 0.03% 461

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SONA Asset Management (US)
SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Sowell Financial Services reduced its Borr Drilling (BORR) stake by 2.4% in Q2 2026, selling an estimated $28.1K and leaving 207,944 shares worth $859K. The position accounts for 0.03% of the portfolio, ranked #500.

Sowell Financial Services first reported a position in BORR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.3M in Q4 2025. 189 funds tracked by Wall St. Rank hold BORR as of Q2 2026.

  • Sowell Financial Services held 207,944 shares of Borr Drilling worth $859K as of Q2 2026.
  • Sowell Financial Services sold 5,200 Borr Drilling shares in Q2 2026, an estimated $28.1K.
  • Borr Drilling made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #500 holding.
  • Sowell Financial Services first reported a position in Borr Drilling in Q3 2025 and has held it in 4 quarters since.
  • Sowell Financial Services's Borr Drilling position peaked at $1.3M in Q4 2025.
  • 189 funds tracked by Wall St. Rank held Borr Drilling as of Q2 2026.

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