Sovereign Financial Group, Inc. GOLF ACUSHNET HLDGS CORP

Ownership history in Sovereign Financial Group, Inc.  ·  4 quarters on record

AI Ownership Summary

Sovereign Financial Group, Inc. reported ACUSHNET HLDGS CORP (GOLF) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows GOLF at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GOLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sovereign Financial Group, Inc.'s position in ACUSHNET HLDGS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GOLF was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sovereign Financial Group, Inc. held GOLF — position size vs. price
% of Fund (quarterly)    GOLF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 2,759 +5 +0.2% 0.04% $258K 2026-04-17 $99.67
2025 Q4 REDUCED 2,754 -20 -0.7% 0.04% $220K 2026-01-07 $84.76
2025 Q3 ADDED 2,774 +5 +0.2% 0.04% $218K 2025-10-17 $79.82
2025 Q2 INITIATED 2,769 0.04% $202K 2025-07-25 $81.41

FAQ About Sovereign Financial Group, Inc. and GOLF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sovereign Financial Group, Inc. reported owning GOLF?

Sovereign Financial Group, Inc. reported GOLF across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported GOLF position in Sovereign Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for GOLF was 0.04% in 2026 Q1.

What is the latest reported GOLF position on this page?

The most recent filing on this page is 2026 Q1, when Sovereign Financial Group, Inc. reported 2,759 shares, equal to 0.04% of portfolio, with an estimated market value of $258K.

What does the chart on this GOLF ownership page compare?

The chart compares Sovereign Financial Group, Inc.'s quarterly GOLF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sovereign Financial Group, Inc. time their GOLF position?

Based on 13F filing dates vs. subsequent GOLF price moves, Sovereign Financial Group, Inc. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on GOLF relative to SPY over the holding period was +12.4%.

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