GS — GOLDMAN SACHS GROUP INC

Ownership history in SURIENCE PRIVATE WEALTH LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which SURIENCE PRIVATE WEALTH LLC reported a position in GOLDMAN SACHS GROUP INC (GS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.01% (2025 Q1)
Avg. % of fund
4.48%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,921 -274 -5.3% 4.64% $4.3M $874.40
2025 Q3 REDUCED 5,195 -79 -1.5% 3.78% $4.1M $788.27
2025 Q1 INITIATED 5,274 — — 5.01% $2.9M $535.20
% of Fund (quarterly)    GS price (monthly, adj. close)

Other funds also holding GS

As of 2025 Q4 — sorted by position size

SHERMAN PORFOLIOS, LLC 10.46% CACTI ASSET MANAGEMENT LLC 3Y 7Y 10.11% PARK CIRCLE Co 3Y 7Y 8.55% Focused Investors LLC 3Y 7Y 7.79% BANTAMAC CAPITAL, LLC 3Y 7.16% BANTAMAC CAPITAL, LLC 3Y 7.16% Tenere Capital LLC 3Y 6.76% MARVIN & PALMER ASSOCIATES INC 3Y 7Y 6.75% BARR E S & CO 3Y 7Y 6.7% CALIFORNIA FIRST LEASING CORP 3Y 6.62%
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