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Southern Financial Group’s Goldman Sachs GS Stock Holding History

Southern 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
Q2 		$279K Sell
275
-5
-2% -$4.88K 0.07% 70
2026
Q1 		$237K Sell
280
-17
-6% -$15.2K 0.07% 77
2025
Q4 		$261K Buy
+297
New +$242K 0.07% 66

Other funds holding GS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Southern Financial Group's GS Position: Q2 2026 in Review

Southern Financial Group reduced its Goldman Sachs (GS) stake by 1.8% in Q2 2026, selling an estimated $4.88K and leaving 275 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #70.

Southern Financial Group first reported a position in GS in Q4 2025 and has held it in 3 quarters since. 1,820 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Southern Financial Group held 275 shares of Goldman Sachs worth $279K as of Q2 2026.
  • Southern Financial Group sold 5 Goldman Sachs shares in Q2 2026, an estimated $4.88K.
  • Goldman Sachs made up 0.07% of Southern Financial Group's portfolio in Q2 2026, its #70 holding.
  • Southern Financial Group first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.