Position in GS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$432,866
+$3,950 QoQ
Shares Held
428
-15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#2,288
of 3,125 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sonoma Allocations LLC holds $673,680 across 2 Capital Markets names. GS ranks #1 (64.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
428 | $432,866 | |
| 2 | MS |
Morgan Stanley
|
1,152 | $240,814 |
All Filings in GS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,866 | 428 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $428,916 | 507 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $530,037 | 603 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $453,123 | 569 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||