Sowell Financial Services’s Factset FDS Stock Holding History

Sowell Financial Services’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-853	Closed	-$382K	–	1095
2025 Q2	$382K	Buy	853 +89	+12%	+$39K	0.02%	697
2025 Q1	$347K	Buy	+764	New	+$348K	0.02%	707
2021 Q2	–	Sell	-14	Closed	-$5K	–	1249
2021 Q1	$5K	Hold	14	–	–	﹤0.01%	2593
2020 Q4	$5K	Sell	14 -257	-95%	-$84.9K	﹤0.01%	2266
2020 Q3	$91K	Sell	271 -109	-29%	-$37.7K	﹤0.01%	1000
2020 Q2	$125K	Buy	380 +262	+222%	+$75.7K	0.01%	896
2020 Q1	$31K	Sell	118 -62	-34%	-$16.9K	﹤0.01%	1230
2019 Q4	$48K	Buy	180 +165	+1,100%	+$42.4K	﹤0.01%	1160
2019 Q3	$4K	Buy	+15	New	+$4.16K	﹤0.01%	1829

Other funds holding FDS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return