Atala Financial’s Goldman Sachs GS Stock Holding History

Atala 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 Q2	$424K	Buy	419 +4	+1%	+$3.9K	0.26%	81
2026 Q1	$358K	Buy	415 +7	+2%	+$6.25K	0.24%	84
2025 Q4	$359K	Hold	408	–	–	0.23%	90
2025 Q3	$325K	Hold	408	–	–	0.2%	94
2025 Q2	$289K	Hold	408	–	–	0.2%	101
2025 Q1	$223K	Hold	408	–	–	0.16%	109
2024 Q4	$234K	Buy	+408	New	+$228K	0.16%	113

Other funds holding GS

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Atala Financial's GS Position: Q2 2026 in Review

Atala Financial increased its Goldman Sachs (GS) stake by 0.96% in Q2 2026, buying an estimated $3.9K and bringing the position to 419 shares worth $424K. The position accounts for 0.26% of the portfolio, ranked #81.

Atala Financial first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Atala Financial held 419 shares of Goldman Sachs worth $424K as of Q2 2026.
Atala Financial bought 4 Goldman Sachs shares in Q2 2026, an estimated $3.9K.
Goldman Sachs made up 0.26% of Atala Financial's portfolio in Q2 2026, its #81 holding.
Atala Financial first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.