SFS
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Sowell Financial Services’s General Dynamics GD Stock Holding History

Sowell Financial Services’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.24M Buy
3,492
+84
+2% +$28.8K 0.04% 409
2026
Q1 		$1.17M Buy
3,408
+120
+4% +$42.6K 0.04% 403
2025
Q4 		$1.11M Buy
3,288
+57
+2% +$19.4K 0.04% 406
2025
Q3 		$1.1M Sell
3,231
-42
-1% -$13.2K 0.04% 398
2025
Q2 		$955K Buy
3,273
+110
+3% +$30.3K 0.04% 424
2025
Q1 		$862K Buy
+3,163
New +$822K 0.04% 429
2023
Q2 		– Sell
-1,784
Closed -$407K – 653
2023
Q1 		$407K Buy
+1,784
New +$412K 0.03% 490
2021
Q2 		– Sell
-5,014
Closed -$966K – 1363
2021
Q1 		$966K Buy
5,014
+968
+24% +$158K 0.03% 427
2020
Q4 		$602K Buy
4,046
+204
+5% +$29.8K 0.03% 465
2020
Q3 		$532K Sell
3,842
-728
-16% -$108K 0.03% 454
2020
Q2 		$683K Buy
4,570
+194
+4% +$27.4K 0.04% 371
2020
Q1 		$579K Buy
4,376
+3,155
+258% +$524K 0.04% 362
2019
Q4 		$215K Buy
1,221
+93
+8% +$16.7K 0.02% 688
2019
Q3 		$206K Buy
+1,128
New +$210K 0.02% 633
2017
Q1 		– Sell
-388
Closed -$73K – 374
2016
Q4 		$73K Buy
+388
New +$63.5K 0.02% 300

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Sowell Financial Services increased its General Dynamics (GD) stake by 2.5% in Q2 2026, buying an estimated $28.8K and bringing the position to 3,492 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #409.

Sowell Financial Services first reported a position in GD in Q4 2016 and has held it in 15 quarters since. 724 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Sowell Financial Services held 3,492 shares of General Dynamics worth $1.24M as of Q2 2026.
  • Sowell Financial Services bought 84 General Dynamics shares in Q2 2026, an estimated $28.8K.
  • General Dynamics made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #409 holding.
  • Sowell Financial Services first reported a position in General Dynamics in Q4 2016 and has held it in 15 quarters since.
  • 724 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

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