Sovereign Financial Group, Inc.

Position in OTIS — Otis Worldwide Corp

CIK 1846175 STAMFORD, CT

Position in OTIS

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$291,516

-$42,423 QoQ

Shares Held

3,782

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Mar 31, 2026

Sovereign Financial Group, Inc. holds $2,103,218 across 5 Specialty Industrial Machinery names. OTIS ranks #4 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	1,156	$1,009,072
2	CMI	Cummins Inc	925	$497,668
3	ETN	Eaton Corp plc	836	$299,012
4	OTIS	Otis Worldwide Corp This page	3,782	$291,516
5	OPTT	Ocean Power Technologies, Inc.	17,000	$5,950

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$291,516	3,782	-1.1%	Shares	Sole	2026-04-17
2025-12-31	$333,939	3,823	-0.8%	Shares	Sole	2026-01-07
2025-09-30	$352,279	3,853	-8.4%	Shares	Sole	2025-10-17
2025-06-30	$416,676	4,208	-6.6%	Shares	Sole	2025-07-25
2025-03-31	$464,916	4,505	-1.2%	Shares	Sole	2025-04-11
2024-12-31	$422,486	4,562	-1.4%	Shares	Sole	2025-01-14
2024-09-30	$481,138	4,629	-1.3%	Shares	Sole	2024-10-08
2024-06-30	$451,266	4,688	+0.3%	Shares	Sole	2024-07-15
2024-03-31	$464,087	4,675	+0.3%	Shares	Sole	2024-04-15
2023-12-31	$417,198	4,663	-1.2%	Shares	Sole	2024-02-06
2023-09-30	$379,223	4,722	-26.5%	Shares	Sole	2023-11-03
2023-06-30	$571,889	6,425	+4.0%	Shares	Sole	2023-07-31
2023-03-31	$521,592	6,180	-0.1%	Shares	Sole	2023-05-04
2022-12-31	$484,582	6,188	+0.9%	Shares	Sole	2023-02-14
2022-09-30	$391,221	6,132	-0.6%	Shares	Sole	2022-11-14
2022-06-30	$435,751	6,166	+1.3%	Shares	Sole	2022-08-15
2022-03-31	$468,163	6,084	+34.6%	Shares	Sole	2022-05-16
2021-12-31	$393,469	4,519	-3.3%	Shares	Sole	2022-02-15
2021-09-30	$384,412	4,672	-1.2%	Shares	Sole	2021-11-12
2021-06-30	$386,690	4,729	0.0%	Shares	Sole	2021-08-12
2021-03-31	$323,700	4,729	+11.2%	Shares	Sole	2021-05-17
2020-12-31	$287,155	4,251	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.