Skip to main content
Equibles

Sowell Financial Services LLC

Position in BHK — Blackrock Core Bond Trust

CIK 1633697 NORTH LITTLE ROCK, AR
Back to BHK Full portfolio

Position in BHK

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$556,444
+$607 QoQ
Shares Held
60,681
0.0% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#43
of 103 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BHK Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. BHK ranks #21 (1.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BTZ
Blackrock Credit Allocation Income Trust
 761,468 $7,782,202
2 BN
BROOKFIELD Corp /ON/
 122,009 $5,196,363
3 LIEN
Chicago Atlantic BDC, Inc.
 511,387 $4,996,250
4 FLC
Flaherty & Crumrine Total Return Fund Inc
 204,611 $3,457,925
5 FFC
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
 112,147 $1,825,753
6 JQC
Nuveen Credit Strategies Income Fund
 321,246 $1,561,255
7 BX
Blackstone Inc.
 12,954 $1,524,297
8 ERC
Allspring Multi-Sector Income Fund
 147,782 $1,361,072

All Filings in BHK

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $556,444 60,681
2026-03-31 $555,837 60,681
2025-12-31 $594,781 62,021
2025-09-30 $629,192 63,299
2025-06-30 $614,683 63,239
2025-03-31 $685,535 63,183
2024-12-31 $660,350 63,131
2024-09-30 $759,507 63,082
2024-06-30 $671,333 63,036
2024-03-31 $680,259 62,987
2023-12-31 $686,664 62,939
2023-09-30 $624,957 62,873
2023-06-30 $668,000 62,782
2023-03-31 $680,069 62,737
2022-12-31 $650,763 62,694
2021-12-31 $1,037,158 62,820
2021-09-30 $281,702 17,011
2021-06-30 $280,592 16,985
2021-03-31 $266,287 16,961
2020-12-31 $105,412 6,467
2020-09-30 $109,792 7,011
2020-06-30 $134,671 8,762
2020-03-31 $113,698 8,594