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Sovereign Financial Group’s Goldman Sachs GS Stock Holding History

Sovereign 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 		$500K Sell
494
-43
-8% -$41.9K 0.08% 223
2026
Q1 		$454K Sell
537
-8
-1% -$7.14K 0.08% 222
2025
Q4 		$479K Buy
545
+74
+16% +$60.4K 0.08% 201
2025
Q3 		$375K Buy
471
+37
+9% +$27.4K 0.07% 228
2025
Q2 		$307K Buy
434
+66
+18% +$38.2K 0.06% 243
2025
Q1 		$201K Sell
368
-688
-65% -$414K 0.05% 274
2024
Q4 		$605K Sell
1,056
-214
-17% -$119K 0.14% 136
2024
Q3 		$629K Buy
1,270
+523
+70% +$256K 0.15% 130
2024
Q2 		$338K Buy
+747
New +$328K 0.08% 201

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Sovereign Financial Group reduced its Goldman Sachs (GS) stake by 8% in Q2 2026, selling an estimated $41.9K and leaving 494 shares worth $500K. The position accounts for 0.08% of the portfolio, ranked #223.

Sovereign Financial Group first reported a position in GS in Q2 2024 and has held it in 9 quarters since. The position peaked at $629K in Q3 2024. 1,035 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Sovereign Financial Group held 494 shares of Goldman Sachs worth $500K as of Q2 2026.
  • Sovereign Financial Group sold 43 Goldman Sachs shares in Q2 2026, an estimated $41.9K.
  • Goldman Sachs made up 0.08% of Sovereign Financial Group's portfolio in Q2 2026, its #223 holding.
  • Sovereign Financial Group first reported a position in Goldman Sachs in Q2 2024 and has held it in 9 quarters since.
  • Sovereign Financial Group's Goldman Sachs position peaked at $629K in Q3 2024.
  • 1,035 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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