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World Investment Advisors’s Sovereign's Capital Flourish Fund SOVF Stock Holding History

World Investment Advisors’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
2026
Q2 		$1.62M Hold
60,281
– – 0.03% 545
2026
Q1 		$1.62M Buy
60,281
+6,751
+13% +$194K 0.03% 548
2025
Q4 		$1.56M Buy
53,530
+5,310
+11% +$154K 0.03% 547
2025
Q3 		$1.46M Sell
48,220
-3,154
-6% -$95.8K 0.03% 473
2025
Q2 		$1.55M Buy
51,374
+1,033
+2% +$30K 0.04% 426
2025
Q1 		$1.5M Buy
50,341
+1,271
+3% +$39.6K 0.04% 408
2024
Q4 		$1.51M Buy
49,070
+36,825
+301% +$1.16M 0.04% 389
2024
Q3 		$372K Buy
+12,245
New +$366K 0.01% 665

Other funds holding SOVF

CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 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 $336M AUM 20.38% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return

World Investment Advisors's SOVF Position: Q2 2026 in Review

World Investment Advisors held its Sovereign's Capital Flourish Fund (SOVF) position steady in Q2 2026 at 60,281 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #545.

World Investment Advisors first reported a position in SOVF in Q3 2024 and has held it in 8 quarters since. 24 funds tracked by Wall St. Rank hold SOVF as of Q2 2026.

  • World Investment Advisors held 60,281 shares of Sovereign's Capital Flourish Fund worth $1.62M as of Q2 2026.
  • World Investment Advisors left its Sovereign's Capital Flourish Fund share count unchanged in Q2 2026.
  • Sovereign's Capital Flourish Fund made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #545 holding.
  • World Investment Advisors first reported a position in Sovereign's Capital Flourish Fund in Q3 2024 and has held it in 8 quarters since.
  • 24 funds tracked by Wall St. Rank held Sovereign's Capital Flourish Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.