Independent Financial Group’s General Motors GM Stock Holding History

Independent Financial Group’s Portfolio GM Stock Details GM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$544K	Buy	7,054 +4,117	+140%	+$323K	0.01%	963
2026 Q1	$219K	Sell	2,937 -8,545	-74%	-$679K	﹤0.01%	1340
2025 Q4	$934K	Buy	+11,482	New	+$809K	0.02%	644
2025 Q2	–	Sell	-5,608	Closed	-$264K	–	1320
2025 Q1	$264K	Buy	+5,608	New	+$276K	0.01%	984
2024 Q4	–	Sell	-4,932	Closed	-$221K	–	1193
2024 Q3	$221K	Buy	+4,932	New	+$229K	0.01%	1014
2022 Q2	–	Sell	-11,374	Closed	-$497K	–	753
2022 Q1	$497K	Sell	11,374 -2,449	-18%	-$122K	0.04%	433
2021 Q4	$810K	Sell	13,823 -4,344	-24%	-$254K	0.07%	304
2021 Q3	$958K	Sell	18,167 -179	-1%	-$9.51K	0.1%	224
2021 Q2	$1.09M	Buy	18,346 +8,393	+84%	+$493K	0.12%	197
2021 Q1	$572K	Sell	9,953 -8,658	-47%	-$460K	0.07%	302
2020 Q4	$775K	Buy	+18,611	New	+$723K	0.11%	203

Other funds holding GM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Independent Financial Group's GM Position: Q2 2026 in Review

Independent Financial Group increased its General Motors (GM) stake by 140% in Q2 2026, buying an estimated $323K and bringing the position to 7,054 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #963.

Independent Financial Group first reported a position in GM in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.09M in Q2 2021. 1,559 funds tracked by Wall St. Rank hold GM as of Q2 2026.

Independent Financial Group held 7,054 shares of General Motors worth $544K as of Q2 2026.
Independent Financial Group bought 4,117 General Motors shares in Q2 2026, an estimated $323K.
General Motors made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #963 holding.
Independent Financial Group first reported a position in General Motors in Q4 2020 and has held it in 11 quarters since.
Independent Financial Group's General Motors position peaked at $1.09M in Q2 2021.
1,559 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.