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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
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 28.74% 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
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 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

World Investment Advisors's SOVF Position: Q1 2026 in Review

World Investment Advisors increased its Sovereign's Capital Flourish Fund (SOVF) stake by 13% in Q1 2026, buying an estimated $194K and bringing the position to 60,281 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #548.

World Investment Advisors first reported a position in SOVF in Q3 2024 and has held it in 7 quarters since. 26 funds tracked by Wall St. Rank hold SOVF as of Q1 2026.

  • World Investment Advisors held 60,281 shares of Sovereign's Capital Flourish Fund worth $1.62M as of Q1 2026.
  • World Investment Advisors bought 6,751 Sovereign's Capital Flourish Fund shares in Q1 2026, an estimated $194K.
  • Sovereign's Capital Flourish Fund made up 0.03% of World Investment Advisors's portfolio in Q1 2026, its #548 holding.
  • World Investment Advisors first reported a position in Sovereign's Capital Flourish Fund in Q3 2024 and has held it in 7 quarters since.
  • 26 funds tracked by Wall St. Rank held Sovereign's Capital Flourish Fund as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.