Sovereign Financial Group, Inc.
Position in CON — Concentra Group Holdings Parent, Inc.
CIK 1846175
STAMFORD, CT
Position in CON
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$596,398
+$166,433 QoQ
Shares Held
20,047
+0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#143
of 288 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CON Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Sovereign Financial Group, Inc. holds $1,386,565 across 3 Medical Care Facilities names. CON ranks #1 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CON |
Concentra Group Holdings Parent, Inc.
This page
|
20,047 | $596,398 | |
| 2 | 25,195 | $415,969 | |||
| 3 | EHC |
Encompass Health Corp
|
3,702 | $374,198 |
All Filings in CON
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,398 | 20,047 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $429,965 | 20,045 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $400,074 | 20,329 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $425,485 | 20,329 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $418,167 | 20,329 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $441,139 | 20,329 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $402,107 | 20,329 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||