SFG
GS icon

SevenBridge Financial Group’s Goldman Sachs GS Stock Holding History

SevenBridge Financial Group’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.94M Buy
9,559
+29
+0.3% +$25.9K 1.4% 15
2025
Q4 		$8.88M Buy
9,530
+120
+1% +$97.9K 1.43% 14
2025
Q3 		$7.89M Buy
9,410
+320
+4% +$237K 1.3% 15
2025
Q2 		$6.76M Buy
9,090
+534
+6% +$309K 1.19% 16
2025
Q1 		$5.06M Buy
8,556
+1,992
+30% +$1.2M 1% 23
2024
Q4 		$4.25M Buy
6,564
+821
+14% +$458K 0.8% 36
2024
Q3 		$3.46M Buy
5,743
+361
+7% +$177K 0.67% 49
2024
Q2 		$2.53M Sell
5,382
-4
-0.1% -$1.75K 0.56% 60
2024
Q1 		$2.36M Buy
5,386
+254
+5% +$98.6K 0.53% 60
2023
Q4 		$1.98M Buy
5,132
+245
+5% +$81.8K 0.47% 67
2023
Q3 		$1.58M Buy
4,887
+925
+23% +$309K 0.41% 73
2023
Q2 		$1.28M Buy
3,962
+395
+11% +$130K 0.33% 84
2023
Q1 		$1.17M Buy
3,567
+95
+3% +$33.1K 0.32% 84
2022
Q4 		$1.19M Buy
3,472
+129
+4% +$44.9K 0.35% 78
2022
Q3 		$980K Buy
3,343
+206
+7% +$66.7K 0.33% 77
2022
Q2 		$932K Buy
3,137
+632
+25% +$197K 0.38% 70
2022
Q1 		$827K Sell
2,505
-102
-4% -$36K 0.29% 77
2021
Q4 		$997K Buy
2,607
+3
+0.1% +$1.19K 0.3% 80
2021
Q3 		$984K Sell
2,604
-68
-3% -$26.6K 0.33% 78
2021
Q2 		$1.01M Sell
2,672
-43
-2% -$15.4K 0.33% 82
2021
Q1 		$888K Buy
2,715
+47
+2% +$14.6K 0.32% 83
2020
Q4 		$704K Buy
2,668
+110
+4% +$24.5K 0.28% 91
2020
Q3 		$514K Buy
2,558
+25
+1% +$5.09K 0.23% 89
2020
Q2 		$501K Buy
2,533
+50
+2% +$9.39K 0.25% 86
2020
Q1 		$384K Sell
2,483
-92
-4% -$19.5K 0.22% 89
2019
Q4 		$592K Buy
2,575
+95
+4% +$20.6K 0.15% 91
2019
Q3 		$514K Sell
2,480
-35
-1% -$7.32K 0.27% 83
2019
Q2 		$508K Hold
2,515
– – 0.18% 92
2019
Q1 		$477K Sell
2,515
-60
-2% -$11.6K 0.18% 90
2018
Q4 		$425K Sell
2,575
-510
-17% -$103K 0.26% 76
2018
Q3 		$678K Sell
3,085
-120
-4% -$27.9K 0.36% 73
2018
Q2 		$707K Sell
3,205
-60
-2% -$14.3K 0.39% 73
2018
Q1 		$815K Sell
3,265
-26
-0.8% -$6.77K 0.47% 66
2017
Q4 		$796K Buy
3,291
+46
+1% +$11.3K 0.44% 72
2017
Q3 		$770K Buy
3,245
+109
+3% +$24.6K 0.44% 70
2017
Q2 		$696K Buy
3,136
+728
+30% +$162K 0.42% 74
2017
Q1 		$549K Sell
2,408
-2,684
-53% -$648K 0.36% 76
2016
Q4 		$853K Hold
5,092
– – 0.62% 50
2016
Q3 		$853K Buy
5,092
+3,605
+242% +$586K 0.62% 50
2016
Q2 		$221K Buy
+1,487
New +$232K 0.15% 127

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SevenBridge Financial Group's GS Position: Q1 2026 in Review

SevenBridge Financial Group increased its Goldman Sachs (GS) stake by 0.3% in Q1 2026, buying an estimated $25.9K and bringing the position to 9,559 shares worth $8.94M. The position accounts for 1.4% of the portfolio, ranked #15.

SevenBridge Financial Group first reported a position in GS in Q2 2016 and has held it in 40 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • SevenBridge Financial Group held 9,559 shares of Goldman Sachs worth $8.94M as of Q1 2026.
  • SevenBridge Financial Group bought 29 Goldman Sachs shares in Q1 2026, an estimated $25.9K.
  • Goldman Sachs made up 1.4% of SevenBridge Financial Group's portfolio in Q1 2026, its #15 holding.
  • SevenBridge Financial Group first reported a position in Goldman Sachs in Q2 2016 and has held it in 40 quarters since.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.