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Birch Financial Group’s Goldman Sachs GS Stock Holding History

Birch Financial Group’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 		$4.03M Hold
3,983
– – 2.07% 12
2026
Q1 		$3.37M Buy
3,983
+1
+0% +$892 1.97% 12
2025
Q4 		$3.5M Buy
3,982
+1
+0% +$816 2% 10
2025
Q3 		$3.17M Buy
+3,981
New +$2.95M 1.87% 12

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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

Birch Financial Group's GS Position: Q2 2026 in Review

Birch Financial Group held its Goldman Sachs (GS) position steady in Q2 2026 at 3,983 shares worth $4.03M. The position accounts for 2.07% of the portfolio, ranked #12.

Birch Financial Group first reported a position in GS in Q3 2025 and has held it in 4 quarters since. 1,047 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Birch Financial Group held 3,983 shares of Goldman Sachs worth $4.03M as of Q2 2026.
  • Birch Financial Group left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 2.07% of Birch Financial Group's portfolio in Q2 2026, its #12 holding.
  • Birch Financial Group first reported a position in Goldman Sachs in Q3 2025 and has held it in 4 quarters since.
  • 1,047 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.