Sovereign Financial Group’s General Motors GM Stock Holding History

Sovereign 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	$443K	Sell	5,752 -92	-2%	-$7.23K	0.07%	241
2026 Q1	$435K	Buy	5,844 +1,013	+21%	+$80.5K	0.08%	227
2025 Q4	$393K	Sell	4,831 -3	-0.1%	-$211	0.07%	228
2025 Q3	$295K	Sell	4,834 -24	-0.5%	-$1.34K	0.06%	268
2025 Q2	$239K	Sell	4,858 -4	-0.1%	-$190	0.05%	275
2025 Q1	$229K	Buy	4,862 +14	+0.3%	+$690	0.05%	260
2024 Q4	$258K	Sell	4,848 -223	-4%	-$11.7K	0.06%	250
2024 Q3	$227K	Hold	5,071	–	–	0.05%	259
2024 Q2	$236K	Buy	5,071 +4	+0.1%	+$181	0.06%	244
2024 Q1	$230K	Buy	+5,067	New	+$196K	0.06%	253
2021 Q3	–	Sell	-3,577	Closed	-$206K	–	177
2021 Q2	$206K	Hold	3,577	–	–	0.12%	159
2021 Q1	$206K	Buy	+3,577	New	+$190K	0.13%	159

Other funds holding GM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

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

Sovereign Financial Group reduced its General Motors (GM) stake by 1.6% in Q2 2026, selling an estimated $7.23K and leaving 5,752 shares worth $443K. The position accounts for 0.07% of the portfolio, ranked #241.

Sovereign Financial Group first reported a position in GM in Q1 2021 and has held it in 12 quarters since. 513 funds tracked by Wall St. Rank hold GM as of Q2 2026.

Sovereign Financial Group held 5,752 shares of General Motors worth $443K as of Q2 2026.
Sovereign Financial Group sold 92 General Motors shares in Q2 2026, an estimated $7.23K.
General Motors made up 0.07% of Sovereign Financial Group's portfolio in Q2 2026, its #241 holding.
Sovereign Financial Group first reported a position in General Motors in Q1 2021 and has held it in 12 quarters since.
513 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

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