Sovran Advisors, LLC CAPITAL GROUP CORE BALANCED Transaction History

Sovran Advisors, LLC

  • $1.13 Trillion
  • Q3 2025
Number of Shares
83,240
Previous 75,663 10.01%
Holding current value
$2.9 Billion
Previous $2.53 Billion 14.72%
% of portfolio
0.26%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
N/A
7,577 Added 10.01%
83,240 $2.9 Billion
Q2 2025

Jul 09, 2025
BUY
N/A
68,933 Added 1024.26%
75,663 $2.53 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
6,730 New
6,730 $201 Million
Track This Portfolio

Track Sovran Advisors, LLC Portfolio

Follow Sovran Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sovran Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sovran Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email