HBK Sorce Advisory LLC

Position in GS — Goldman Sachs Group Inc

CIK 1379995 ERIE, PA

Position in GS

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$3,541,314

-$74,892 QoQ

Shares Held

4,186

+1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

HBK Sorce Advisory LLC holds $7,251,951 across 8 Capital Markets names. GS ranks #1 (48.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	4,186	$3,541,314
2	SCHW	Schwab Charles Corp	23,228	$2,182,967
3	MS	Morgan Stanley	6,448	$1,061,147
4	IBKR	Interactive Brokers Group, Inc.	4,935	$330,990
5	BMNR	Bitmine Immersion Technologies, Inc.	4,315	$85,350
6	HIVE	HIVE Digital Technologies Ltd.	10,590	$20,121
7	DEFT	Defi Technologies, Inc.	28,310	$15,655
8	ABTC	American Bitcoin Corp.	15,592	$14,407

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,541,314	4,186	+1.8%	Shares	Sole	2026-05-11
2025-12-31	$3,616,206	4,114	+0.4%	Shares	Sole	2026-02-09
2025-09-30	$3,264,238	4,099	-0.2%	Shares	Sole	2025-10-16
2025-06-30	$2,907,437	4,108	+1.0%	Shares	Sole	2025-08-04
2025-03-31	$2,221,215	4,066	-1.2%	Shares	Sole	2025-04-23
2024-12-31	$2,355,758	4,114	-3.1%	Shares	Sole	2025-02-10
2024-09-30	$2,102,732	4,247	-2.8%	Shares	Sole	2024-11-12
2024-06-30	$1,975,733	4,368	-0.0%	Shares	Sole	2024-08-08
2024-03-31	$1,825,305	4,370	-0.6%	Shares	Sole	2024-05-09
2023-12-31	$1,696,230	4,397	-4.2%	Shares	Sole	2024-01-25
2023-09-30	$1,485,186	4,590	-15.5%	Shares	Sole	2023-11-06
2023-06-30	$1,753,004	5,435	-0.1%	Shares	Sole	2023-08-04
2023-03-31	$1,780,132	5,442	-50.6%	Shares	Sole	2023-08-15
2022-12-31	$3,779,927	11,008	+134.8%	Shares	Sole	2023-02-09
2022-09-30	$1,373,818	4,688	+159.4%	Shares	Sole	2022-11-14
2022-06-30	$536,715	1,807	-59.1%	Shares	Sole	2022-08-15
2022-03-31	$1,459,042	4,420	-0.7%	Shares	Sole	2022-05-13
2021-12-31	$1,703,112	4,452	+38.6%	Shares	Sole	2022-02-15
2021-09-30	$1,214,232	3,212	+28.1%	Shares	Sole	2021-11-15
2021-06-30	$951,861	2,508	+5.2%	Shares	Sole	2021-08-12
2021-03-31	$779,568	2,384	+4.0%	Shares	Sole	2021-05-14
2020-12-31	$604,423	2,292	+8.3%	Shares	Sole	2021-02-12
2020-09-30	$425,453	2,117	+0.5%	Shares	Sole	2020-11-13
2020-06-30	$416,187	2,106	+0.5%	Shares	Sole	2020-08-14
2020-03-31	$323,866	2,095	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.