Sonora Investment Management Group’s Goldman Sachs GS Stock Holding History

Sonora Investment Management 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
2025 Q3	$435K	Buy	546 +120	+28%	+$88.9K	0.03%	181
2025 Q2	$302K	Sell	426 -9	-2%	-$5.21K	0.02%	222
2025 Q1	$237K	Buy	435 +25	+6%	+$15K	0.02%	243
2024 Q4	$235K	Sell	410 -98	-19%	-$54.7K	0.02%	247
2024 Q3	$251K	Sell	508 -57	-10%	-$27.9K	0.02%	238
2024 Q2	$236K	Hold	565	–	–	0.02%	247
2024 Q1	$236K	Buy	565 +26	+5%	+$10.1K	0.02%	248
2023 Q4	$208K	Buy	+539	New	+$180K	0.02%	246
2022 Q2	–	Sell	-836	Closed	-$217K	–	250
2022 Q1	$217K	Buy	836 +195	+30%	+$68.9K	0.02%	197
2021 Q4	$245K	Buy	+641	New	+$254K	0.03%	184

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Sonora Investment Management Group's GS Position: Q3 2025 in Review

Sonora Investment Management Group increased its Goldman Sachs (GS) stake by 28% in Q3 2025, buying an estimated $88.9K and bringing the position to 546 shares worth $435K. The position accounts for 0.03% of the portfolio, ranked #181.

Sonora Investment Management Group first reported a position in GS in Q4 2021 and has held it in 10 quarters since. 2,744 funds tracked by Wall St. Rank hold GS as of Q3 2025.

Sonora Investment Management Group held 546 shares of Goldman Sachs worth $435K as of Q3 2025.
Sonora Investment Management Group bought 120 Goldman Sachs shares in Q3 2025, an estimated $88.9K.
Goldman Sachs made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #181 holding.
Sonora Investment Management Group first reported a position in Goldman Sachs in Q4 2021 and has held it in 10 quarters since.
2,744 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.