Sovereign Financial Group, Inc.

Position in MSFT — Microsoft Corp

CIK 1846175 STAMFORD, CT

Position in MSFT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$5,215,938

-$214,085 QoQ

Shares Held

13,983

-4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.17%

of 13F equity value

Holder Rank

#3,288

of 6,194 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Sovereign Financial Group, Inc. holds $7,022,126 across 5 Software - Infrastructure names. MSFT ranks #1 (74.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	13,983	$5,215,938
2	ORCL	Oracle Corp	5,792	$848,817
3	PLTR	Palantir Technologies Inc.	3,292	$384,077
4	PANW	Palo Alto Networks Inc	934	$318,512
5	SWMR	Swarmer, Inc	5,750	$254,782

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,215,938	13,983	-4.7%	Shares	Sole	2026-07-24
2026-03-31	$5,430,023	14,669	-1.7%	Shares	Sole	2026-04-17
2025-12-31	$7,218,995	14,927	-4.7%	Shares	Sole	2026-01-07
2025-09-30	$8,116,276	15,670	+3.6%	Shares	Sole	2025-10-17
2025-06-30	$7,520,341	15,119	-2.6%	Shares	Sole	2025-07-25
2025-03-31	$5,826,428	15,521	+5.9%	Shares	Sole	2025-04-11
2024-12-31	$6,177,082	14,655	+1.9%	Shares	Sole	2025-01-14
2024-09-30	$6,186,853	14,378	-3.1%	Shares	Sole	2024-10-08
2024-06-30	$6,634,525	14,844	+8.5%	Shares	Sole	2024-07-15
2024-03-31	$5,756,291	13,682	+6.0%	Shares	Sole	2024-04-15
2023-12-31	$4,852,044	12,903	-0.8%	Shares	Sole	2024-02-06
2023-09-30	$4,105,065	13,001	-12.8%	Shares	Sole	2023-11-03
2023-06-30	$5,074,727	14,902	+17.8%	Shares	Sole	2023-07-31
2023-03-31	$3,647,571	12,652	+5.0%	Shares	Sole	2023-05-04
2022-12-31	$2,890,550	12,053	+38.6%	Shares	Sole	2023-02-14
2022-09-30	$2,025,531	8,697	+1.6%	Shares	Sole	2022-11-14
2022-06-30	$2,198,207	8,559	-2.3%	Shares	Sole	2022-08-15
2022-03-31	$2,701,103	8,761	+20.9%	Shares	Sole	2022-05-16
2021-12-31	$2,437,647	7,248	+25.2%	Shares	Sole	2022-02-15
2021-09-30	$1,631,471	5,787	+5.8%	Shares	Sole	2021-11-12
2021-06-30	$1,482,093	5,471	0.0%	Shares	Sole	2021-08-12
2021-03-31	$1,289,897	5,471	+46.0%	Shares	Sole	2021-05-17
2020-12-31	$833,407	3,747	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.