Sowell Financial Services LLC quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Sowell Financial Services LLC opened 0 positions, added to 0, reduced 1, sold out of 2 and left 1 unchanged. The largest increase in value was BERKSHIRE HATHAWAY INC DEL (+$61,420); the largest decrease was CARNIVAL CORP (-$794,021).
- CARNIVAL CORP: Country of operation —; Class COMMON STOCK; Shares 2026-03-31 30,681; Shares 2026-06-30 0.
- TASEKO MINES LTD: Country of operation —; Class COM; Shares 2026-03-31 32,783; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1633697): 2026-03-31 (filed 2026-04-20) and 2026-06-30 (filed 2026-07-20). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Leonteq Securities AG | Switzerland | $2.704B | 1,305 |
| Shaolin Capital Management LLC | United States | $2.705B | 491 |
| HOLLENCREST CAPITAL MANAGEMENT | United States | $2.703B | 1,244 |
| Longaeva Partners L.P. | United States | $2.701B | 204 |
| Bowie Capital Management, LLC | United States | $2.708B | 36 |
| Gladstone Institutional Advisory LLC | United States | $2.699B | 829 |
| CAPITAL INTERNATIONAL LTD /CA/ | United States | $2.698B | 146 |
| Henshaw Capital LLC | United States | $2.697B | 160 |
| NICOLET BANKSHARES INC | United States | $2.711B | 832 |
| TEXAS PERMANENT SCHOOL FUND CORP | United States | $2.697B | 11 |