Truist Financial
SOVF icon

Truist Financial’s Sovereign's Capital Flourish Fund SOVF Stock Holding History

Truist Financial’s Portfolio SOVF Stock Details SOVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-33,662
Closed -$1M – 2682
2025
Q1 		$1M Buy
33,662
+3,762
+13% +$117K ﹤0.01% 1514
2024
Q4 		$919K Buy
+29,900
New +$939K ﹤0.01% 1590

Other funds holding SOVF

EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Truist Financial's SOVF Position: Q2 2025 in Review

Truist Financial sold out of Sovereign's Capital Flourish Fund (SOVF) in Q2 2025, closing a stake of 33,662 shares — an estimated $1M sold.

Truist Financial first reported a position in SOVF in Q4 2024 and held it in 2 quarters. The position peaked at $1M in Q1 2025. 28 funds tracked by Wall St. Rank hold SOVF as of Q2 2025.

  • Truist Financial reported no remaining Sovereign's Capital Flourish Fund position as of Q2 2025 after selling out during the quarter.
  • Truist Financial sold 33,662 Sovereign's Capital Flourish Fund shares in Q2 2025, an estimated $1M.
  • Truist Financial first reported a position in Sovereign's Capital Flourish Fund in Q4 2024 and held it in 2 quarters.
  • Truist Financial's Sovereign's Capital Flourish Fund position peaked at $1M in Q1 2025.
  • 28 funds tracked by Wall St. Rank held Sovereign's Capital Flourish Fund as of Q2 2025.

Based on Truist Financial's 13F filing for Q2 2025, filed 18 Jul 2025.