SFS
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Sowell Financial Services’s BW LPG BWLP Stock Holding History

Sowell Financial Services’s Portfolio BWLP Stock Details BWLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$326K Sell
18,700
-2,700
-13% -$52.8K 0.01% 835
2026
Q1 		$372K Hold
21,400
– – 0.01% 752
2025
Q4 		$280K Buy
+21,400
New +$273K 0.01% 857

Other funds holding BWLP

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $289M AUM
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

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

Sowell Financial Services reduced its BW LPG (BWLP) stake by 13% in Q2 2026, selling an estimated $52.8K and leaving 18,700 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #835.

Sowell Financial Services first reported a position in BWLP in Q4 2025 and has held it in 3 quarters since. The position peaked at $372K in Q1 2026. 8 funds tracked by Wall St. Rank hold BWLP as of Q2 2026.

  • Sowell Financial Services held 18,700 shares of BW LPG worth $326K as of Q2 2026.
  • Sowell Financial Services sold 2,700 BW LPG shares in Q2 2026, an estimated $52.8K.
  • BW LPG made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #835 holding.
  • Sowell Financial Services first reported a position in BW LPG in Q4 2025 and has held it in 3 quarters since.
  • Sowell Financial Services's BW LPG position peaked at $372K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held BW LPG as of Q2 2026.

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