Sovereign Financial Group, Inc. VSMV — VICTORY PORTFOLIOS II

Ownership history in Sovereign Financial Group, Inc.  ·  10 quarters on record

AI Ownership Summary

Sovereign Financial Group, Inc. reported VICTORY PORTFOLIOS II (VSMV) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.35% in 2024 Q2. The latest visible filing shows VSMV at 0.17% 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 VSMV 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 VICTORY PORTFOLIOS II, 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

VSMV was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 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.

VSMV stock page Sovereign Financial Group, Inc. fund profile Sovereign Financial Group, Inc. full holdings
How Sovereign Financial Group, Inc. held VSMV — position size vs. price
% of Fund (quarterly)    VSMV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 17,531 -196 -1.1% 0.17% $992K 2026-04-17 $58.37
2025 Q4 REDUCED 10.9% +2.6% ❌ 17,727 -2,175 -10.9% 0.17% $980K 2026-01-07 $55.58
2025 Q3 REDUCED 29.2% +4.3% ❌ 19,902 -8,191 -29.2% 0.20% $1.1M 2025-10-17 $52.82
2025 Q2 REDUCED — — — 28,093 -969 -3.3% 0.29% $1.4M 2025-07-25 $49.70
2025 Q1 ADDED — — — 29,062 +492 +1.7% 0.32% $1.4M 2025-04-11 $45.69
2024 Q4 REDUCED — — — 28,570 -1,172 -3.9% 0.32% $1.4M 2025-01-14 $47.21
2024 Q3 REDUCED — — — 29,742 -757 -2.5% 0.34% $1.4M 2024-10-08 $46.93
2024 Q2 ADDED — — — 30,499 +8,679 +39.8% 0.35% $1.4M 2024-07-15 $45.46
2024 Q1 ADDED — — — 21,820 +9,099 +71.5% 0.26% $987K 2024-04-15 $42.00
2023 Q4 INITIATED — — — 12,721 — — 0.16% $535K 2024-02-06 $41.87

🏢 Other funds also holding VSMV

As of 2026 Q1 — sorted by position size

Tower Wealth Partners, Inc. 3Y 10.08% GREAT VALLEY ADVISOR GROUP, INC. 3Y 7Y 0.93% One Degree Advisors Inc 0.12% Valley Financial Group, Inc. 0.12% LexAurum Advisors, LLC 3Y 7Y 0.06% Trilogy Capital Inc. 3Y 7Y 0.06% Dakota Wealth Management 3Y 7Y 0.01% VICTORY CAPITAL MANAGEMENT INC 3Y 7Y 0.01% Independent Advisor Alliance 3Y 7Y 0.01% Abound Wealth Management 0.01%

FAQ About Sovereign Financial Group, Inc. and VSMV

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 VSMV?

Sovereign Financial Group, Inc. reported VSMV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for VSMV was 0.35% in 2024 Q2.

What is the latest reported VSMV position on this page?

The most recent filing on this page is 2026 Q1, when Sovereign Financial Group, Inc. reported 17,531 shares, equal to 0.17% of portfolio, with an estimated market value of $992K.

What does the chart on this VSMV ownership page compare?

The chart compares Sovereign Financial Group, Inc.'s quarterly VSMV 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 VSMV position?

Based on 13F filing dates vs. subsequent VSMV price moves, Sovereign Financial Group, Inc. correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on VSMV relative to SPY over the holding period was -2.6%.

← Back to Sovereign Financial Group, Inc. Holdings