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Dow shares owned by Sovereign Financial Group

Quarter-by-quarter ownership of Dow (DOW) shares owned by Sovereign Financial Group from 13F filings

Historical chart of Sovereign Financial Group investment in Dow

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All positions including Dow held by Sovereign Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dow by Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $226k 4.1k 54.62
2024-06-30 $226k 4.3k 53.05
2024-03-31 $244k 4.2k 57.93

More positions owned by Sovereign Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)

View all positions for Sovereign Financial Group

Top funds holding Dow

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Pzena Investment Management
Geode Capital Management
Morgan Stanley
Invesco
Dimensional Fund Advisors
Capital World Investors
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Northern Trust
Bank of America Corporation
Bank of New York Mellon

View all funds holding Dow