Annex Advisory Services
GS icon

Annex Advisory Services’s Goldman Sachs GS Stock Holding History

Annex Advisory Services’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
Q3 		$9.7M Buy
10,813
+577
+6% +$590K 0.16% 81
2026
Q2 		$10.4M Sell
10,236
-2,057
-17% -$2.01M 0.18% 80
2026
Q1 		$10.4M Buy
12,293
+253
+2% +$226K 0.19% 83
2025
Q4 		$10.6M Sell
12,040
-452
-4% -$369K 0.2% 82
2025
Q3 		$9.9M Sell
12,492
-384
-3% -$285K 0.21% 76
2025
Q2 		$9.11M Sell
12,876
-1,885
-13% -$1.09M 0.22% 73
2025
Q1 		$8.06M Buy
14,761
+179
+1% +$108K 0.23% 71
2024
Q4 		$8.35M Sell
14,582
-3,615
-20% -$2.02M 0.25% 71
2024
Q3 		$9.01M Sell
18,197
-379
-2% -$185K 0.29% 64
2024
Q2 		$8.4M Sell
18,576
-546
-3% -$240K 0.3% 58
2024
Q1 		$7.99M Sell
19,122
-641
-3% -$249K 0.28% 63
2023
Q4 		$7.62M Sell
19,763
-1,146
-5% -$382K 0.32% 55
2023
Q3 		$6.77M Buy
20,909
+429
+2% +$143K 0.41% 56
2023
Q2 		$6.61M Buy
20,480
+539
+3% +$177K 0.37% 53
2023
Q1 		$6.52M Sell
19,941
-389
-2% -$135K 0.35% 47
2022
Q4 		$6.98M Buy
20,330
+3,987
+24% +$1.39M 0.39% 42
2022
Q3 		$4.79M Buy
16,343
+57
+0.3% +$18.5K 0.32% 54
2022
Q2 		$4.84M Buy
16,286
+490
+3% +$153K 0.35% 57
2022
Q1 		$5.21M Buy
15,796
+402
+3% +$142K 0.38% 51
2021
Q4 		$5.89M Buy
15,394
+893
+6% +$354K 0.4% 45
2021
Q3 		$5.48M Buy
14,501
+534
+4% +$209K 0.45% 38
2021
Q2 		$5.3M Buy
13,967
+427
+3% +$153K 0.43% 38
2021
Q1 		$4.43M Sell
13,540
-885
-6% -$276K 0.43% 39
2020
Q4 		$3.8M Buy
14,425
+764
+6% +$170K 0.37% 41
2020
Q3 		$2.74M Buy
13,661
+570
+4% +$116K 0.35% 35
2020
Q2 		$2.59M Buy
13,091
+1,127
+9% +$212K 0.36% 36
2020
Q1 		$1.85M Buy
11,964
+1,204
+11% +$256K 0.26% 39
2019
Q4 		$2.47M Buy
10,760
+188
+2% +$40.8K 0.3% 45
2019
Q3 		$2.19M Buy
+10,572
New +$2.21M 0.29% 40

Other funds holding GS

Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Annex Advisory Services's GS Position: Q3 2026 in Review

Annex Advisory Services increased its Goldman Sachs (GS) stake by 5.6% in Q3 2026, buying an estimated $590K and bringing the position to 10,813 shares worth $9.7M. The position accounts for 0.16% of the portfolio, ranked #81.

Annex Advisory Services first reported a position in GS in Q3 2019 and has held it in 29 quarters since. The position peaked at $10.6M in Q4 2025. 586 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Annex Advisory Services held 10,813 shares of Goldman Sachs worth $9.7M as of Q3 2026.
  • Annex Advisory Services bought 577 Goldman Sachs shares in Q3 2026, an estimated $590K.
  • Goldman Sachs made up 0.16% of Annex Advisory Services's portfolio in Q3 2026, its #81 holding.
  • Annex Advisory Services first reported a position in Goldman Sachs in Q3 2019 and has held it in 29 quarters since.
  • Annex Advisory Services's Goldman Sachs position peaked at $10.6M in Q4 2025.
  • 586 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.