Birch Financial Group
GS icon

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
Q3 		$3.65M Buy
4,053
+70
+2% +$71.6K 1.71% 14
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Birch Financial Group's GS Position: Q3 2026 in Review

Birch Financial Group increased its Goldman Sachs (GS) stake by 1.8% in Q3 2026, buying an estimated $71.6K and bringing the position to 4,053 shares worth $3.65M. The position accounts for 1.71% of the portfolio, ranked #14.

Birch Financial Group first reported a position in GS in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.03M in Q2 2026. 1,848 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Birch Financial Group held 4,053 shares of Goldman Sachs worth $3.65M as of Q3 2026.
  • Birch Financial Group bought 70 Goldman Sachs shares in Q3 2026, an estimated $71.6K.
  • Goldman Sachs made up 1.71% of Birch Financial Group's portfolio in Q3 2026, its #14 holding.
  • Birch Financial Group first reported a position in Goldman Sachs in Q3 2025 and has held it in 5 quarters since.
  • Birch Financial Group's Goldman Sachs position peaked at $4.03M in Q2 2026.
  • 1,848 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.