Valeo Financial Advisors’s OceanPal Inc SVRN Stock Holding History

Valeo Financial Advisors’s Portfolio SVRN Stock Details SVRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-11,764	Closed	-$83.5K	–	870
2026 Q1	$83.5K	Sell	11,764 -1	-0%	-$14	﹤0.01%	716
2025 Q4	$254K	Buy	+11,765	New	+$335K	0.01%	677

Other funds holding SVRN

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Valeo Financial Advisors's SVRN Position: Q2 2026 in Review

Valeo Financial Advisors sold out of OceanPal Inc (SVRN) in Q2 2026, closing a stake of 11,764 shares — an estimated $83.5K sold.

Valeo Financial Advisors first reported a position in SVRN in Q4 2025 and held it in 2 quarters. The position peaked at $254K in Q4 2025. 4 funds tracked by Wall St. Rank hold SVRN as of Q2 2026.

Valeo Financial Advisors reported no remaining OceanPal Inc position as of Q2 2026 after selling out during the quarter.
Valeo Financial Advisors sold 11,764 OceanPal Inc shares in Q2 2026, an estimated $83.5K.
Valeo Financial Advisors first reported a position in OceanPal Inc in Q4 2025 and held it in 2 quarters.
Valeo Financial Advisors's OceanPal Inc position peaked at $254K in Q4 2025.
4 funds tracked by Wall St. Rank held OceanPal Inc as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.