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Sowell Financial Services’s Sterling Infrastructure STRL Stock Holding History

Sowell Financial Services’s Portfolio STRL Stock Details STRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Sell
1,342
-356
-21% -$250K 0.04% 432
2026
Q1 		$692K Sell
1,698
-43
-2% -$16.8K 0.03% 530
2025
Q4 		$533K Sell
1,741
-164
-9% -$56.5K 0.02% 622
2025
Q3 		$647K Sell
1,905
-152
-7% -$43.1K 0.02% 561
2025
Q2 		$475K Buy
2,057
+154
+8% +$26.9K 0.02% 624
2025
Q1 		$215K Buy
+1,903
New +$268K 0.01% 906

Other funds holding STRL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Sowell Financial Services reduced its Sterling Infrastructure (STRL) stake by 21% in Q2 2026, selling an estimated $250K and leaving 1,342 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #432.

Sowell Financial Services first reported a position in STRL in Q1 2025 and has held it in 6 quarters since. 882 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

  • Sowell Financial Services held 1,342 shares of Sterling Infrastructure worth $1.13M as of Q2 2026.
  • Sowell Financial Services sold 356 Sterling Infrastructure shares in Q2 2026, an estimated $250K.
  • Sterling Infrastructure made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #432 holding.
  • Sowell Financial Services first reported a position in Sterling Infrastructure in Q1 2025 and has held it in 6 quarters since.
  • 882 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

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