Sowell Financial Services LLC
Position in BHK — Blackrock Core Bond Trust
CIK 1633697
NORTH LITTLE ROCK, AR
Position in BHK
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$555,837
-$38,944 QoQ
Shares Held
60,681
-2.2% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#38
of 104 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BHK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Sowell Financial Services LLC holds $46,357,449 across 72 Asset Management names. BHK ranks #20 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTZ |
Blackrock Credit Allocation Income Trust
|
712,301 | $7,194,240 | |
| 2 | LIEN |
Chicago Atlantic BDC, Inc.
|
493,437 | $4,608,701 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
104,600 | $4,233,162 | |
| 4 | FLC |
Flaherty & Crumrine Total Return Fund Inc
|
207,722 | $3,448,185 | |
| 5 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
116,232 | $1,800,433 | |
| 6 | JQC |
Nuveen Credit Strategies Income Fund
|
364,246 | $1,773,878 | |
| 7 | BX |
Blackstone Inc.
|
13,378 | $1,538,336 | |
| 8 | UTG |
Reaves Utility Income Fund
|
39,143 | $1,537,537 |
All Filings in BHK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $555,837 | 60,681 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $594,781 | 62,021 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $629,192 | 63,299 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $614,683 | 63,239 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $685,535 | 63,183 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $660,350 | 63,131 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $759,507 | 63,082 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $671,333 | 63,036 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $680,259 | 62,987 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $686,664 | 62,939 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $624,957 | 62,873 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $668,000 | 62,782 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $680,069 | 62,737 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $650,763 | 62,694 | Shares | Sole | 2023-02-09 | |
| 2021-12-31 | $1,037,158 | 62,820 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $281,702 | 17,011 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $280,592 | 16,985 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $266,287 | 16,961 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $105,412 | 6,467 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $109,792 | 7,011 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $134,671 | 8,762 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $113,698 | 8,594 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||