SFS
DVLT

Sowell Financial Services’s Datavault AI DVLT Stock Holding History

Sowell Financial Services’s Portfolio DVLT Stock Details DVLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.65K Hold
19,000
– – ﹤0.01% 1162
2026
Q1 		$11.7K Sell
19,000
-317
-2% -$241 ﹤0.01% 1122
2025
Q4 		$12.4K Buy
+19,317
New +$33.8K ﹤0.01% 1105

Other funds holding DVLT

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Sowell Financial Services held its Datavault AI (DVLT) position steady in Q2 2026 at 19,000 shares worth $6.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Sowell Financial Services first reported a position in DVLT in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.4K in Q4 2025. 8 funds tracked by Wall St. Rank hold DVLT as of Q2 2026.

  • Sowell Financial Services held 19,000 shares of Datavault AI worth $6.65K as of Q2 2026.
  • Sowell Financial Services left its Datavault AI share count unchanged in Q2 2026.
  • Datavault AI made up ﹤0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1162 holding.
  • Sowell Financial Services first reported a position in Datavault AI in Q4 2025 and has held it in 3 quarters since.
  • Sowell Financial Services's Datavault AI position peaked at $12.4K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Datavault AI as of Q2 2026.

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