Sowell Financial Services LLC

Position in STT — State Street Corp

CIK 1633697 NORTH LITTLE ROCK, AR

Position in STT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$10,743,122

+$5,553,151 QoQ

Shares Held

200,394

+90.6% QoQ

Ownership

0.073%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $81,238,099 across 66 Asset Management names. STT ranks #2 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd.	283,447	$22,932,341
2	STT	State Street Corp This page	200,394	$10,743,122
3	BTZ	Blackrock Credit Allocation Income Trust	761,468	$7,782,202
4	BN	BROOKFIELD Corp /ON/	122,009	$5,196,363
5	LIEN	Chicago Atlantic BDC, Inc.	511,387	$4,996,250
6	FLC	Flaherty & Crumrine Total Return Fund Inc	204,611	$3,457,925
7	FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	112,147	$1,825,753
8	JQC	Nuveen Credit Strategies Income Fund	321,246	$1,561,255

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2023-06-30	$1,597,958	21,836	+164.9%	Shares	Sole	2023-08-14
2023-03-31	$623,988	8,244	-69.9%	Shares	Sole	2023-05-12
2022-12-31	$2,122,625	27,364	-9.2%	Shares	Sole	2023-02-09
2022-09-30	$1,832,874	30,141	+17.9%	Shares	Sole	2022-11-15
2022-06-30	$1,576,637	25,574	+49.3%	Shares	Sole	2022-08-15
2021-12-31	$1,593,090	17,130	+2.5%	Shares	Sole	2022-02-09
2021-09-30	$1,416,179	16,716	+9.1%	Shares	Sole	2021-11-04
2021-06-30	$1,260,611	15,321	+23.1%	Shares	Sole	2021-08-05
2021-03-31	$1,045,336	12,443	+5.0%	Shares	Sole	2021-05-07
2020-12-31	$862,515	11,851	+12.9%	Shares	Sole	2021-01-13
2020-09-30	$622,549	10,493	-16.3%	Shares	Sole	2020-11-12
2020-06-30	$796,789	12,538	-54.4%	Shares	Sole	2020-08-13
2020-03-31	$1,464,019	27,483	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.