Sowell Financial Services LLC ACHR — ARCHER AVIATION INC

Ownership history in Sowell Financial Services LLC  ·  4 quarters on record

AI Ownership Summary

Sowell Financial Services LLC reported ARCHER AVIATION INC (ACHR) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows ACHR at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ACHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sowell Financial Services LLC's position in ARCHER AVIATION INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ACHR was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ACHR stock page Sowell Financial Services LLC fund profile Sowell Financial Services LLC full holdings
How Sowell Financial Services LLC held ACHR — position size vs. price
% of Fund (quarterly)    ACHR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 104,318 +20,804 +24.9% 0.02% $493K 2026-07-20 $5.31
2026 Q1 REDUCED 7.0% -9.5% ✅ 83,514 -6,273 -7.0% 0.02% $432K 2026-04-20 $6.11
2025 Q4 ADDED — — — 89,787 +45,859 +104.4% 0.02% $675K 2026-01-21 $8.47
2025 Q3 INITIATED — — — 43,928 — — 0.02% $421K 2025-10-17 $11.24

🏢 Other funds also holding ACHR

As of 2026 Q2 — sorted by position size

Avondale Wealth Management 3Y 7Y 0.13% Stablepoint Partners, LLC 0.12% Themes Management Co LLC 0.09% McHugh Group, LLC 0.08% Eleva Capital SAS 0.03% River Street Advisors LLC 3Y 0.03% CARY STREET PARTNERS FINANCIAL LLC 0.02% Hennion & Walsh Asset Management, Inc. 3Y 0.02% HORIZON FINANCIAL SERVICES, LLC 3Y 0.02% Encompass More Asset Management 0.02%

FAQ About Sowell Financial Services LLC and ACHR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sowell Financial Services LLC reported owning ACHR?

Sowell Financial Services LLC reported ACHR across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported ACHR position in Sowell Financial Services LLC's portfolio?

The largest reported portfolio weight for ACHR was 0.02% in 2025 Q4.

What is the latest reported ACHR position on this page?

The most recent filing on this page is 2026 Q2, when Sowell Financial Services LLC reported 104,318 shares, equal to 0.02% of portfolio, with an estimated market value of $493K.

What does the chart on this ACHR ownership page compare?

The chart compares Sowell Financial Services LLC's quarterly ACHR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sowell Financial Services LLC time their ACHR position?

Based on 13F filing dates vs. subsequent ACHR price moves, Sowell Financial Services LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on ACHR relative to SPY over the holding period was -68.3%.

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