Sun Financial’s Goldman Sachs GS Stock Holding History

Sun Financial’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	$1.57M	Buy	1,621 +14	+0.9%	+$12.5K	0.79%	37
2025 Q4	$1.41M	Buy	+1,607	New	+$1.31M	0.79%	33

Other funds holding GS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sun Financial's GS Position: Q1 2026 in Review

Sun Financial increased its Goldman Sachs (GS) stake by 0.87% in Q1 2026, buying an estimated $12.5K and bringing the position to 1,621 shares worth $1.57M. The position accounts for 0.79% of the portfolio, ranked #37.

Sun Financial first reported a position in GS in Q4 2025 and has held it in 2 quarters since. 2,992 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Sun Financial held 1,621 shares of Goldman Sachs worth $1.57M as of Q1 2026.
Sun Financial bought 14 Goldman Sachs shares in Q1 2026, an estimated $12.5K.
Goldman Sachs made up 0.79% of Sun Financial's portfolio in Q1 2026, its #37 holding.
Sun Financial first reported a position in Goldman Sachs in Q4 2025 and has held it in 2 quarters since.
2,992 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.