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Burney Company’s Goldman Sachs GS Stock Holding History

Burney Company’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 		$10.6M Sell
10,450
-6,086
-37% -$5.93M 0.29% 61
2026
Q1 		$14M Buy
16,536
+8,734
+112% +$7.79M 0.44% 37
2025
Q4 		$6.86M Buy
7,802
+639
+9% +$521K 0.21% 106
2025
Q3 		$5.7M Sell
7,163
-48
-0.7% -$35.6K 0.18% 123
2025
Q2 		$5.1M Buy
7,211
+237
+3% +$137K 0.17% 128
2025
Q1 		$3.81M Buy
6,974
+1,310
+23% +$788K 0.14% 148
2024
Q4 		$3.24M Buy
5,664
+238
+4% +$133K 0.11% 167
2024
Q3 		$2.69M Sell
5,426
-421
-7% -$206K 0.1% 186
2024
Q2 		$2.64M Sell
5,847
-169
-3% -$74.2K 0.1% 188
2024
Q1 		$2.51M Sell
6,016
-90
-1% -$34.9K 0.1% 201
2023
Q4 		$2.36M Sell
6,106
-892
-13% -$298K 0.1% 213
2023
Q3 		$2.26M Sell
6,998
-415
-6% -$139K 0.11% 209
2023
Q2 		$2.39M Sell
7,413
-2,351
-24% -$773K 0.11% 208
2023
Q1 		$3.19M Sell
9,764
-15,216
-61% -$5.3M 0.16% 168
2022
Q4 		$8.58M Sell
24,980
-6,939
-22% -$2.42M 0.43% 56
2022
Q3 		$9.35M Buy
31,919
+2,788
+10% +$903K 0.52% 55
2022
Q2 		$8.65M Sell
29,131
-102
-0.3% -$31.8K 0.46% 58
2022
Q1 		$9.65M Sell
29,233
-4,804
-14% -$1.7M 0.44% 60
2021
Q4 		$13M Buy
34,037
+4,270
+14% +$1.69M 0.56% 49
2021
Q3 		$11.3M Buy
29,767
+1,992
+7% +$778K 0.53% 53
2021
Q2 		$10.5M Buy
27,775
+1,983
+8% +$710K 0.49% 56
2021
Q1 		$8.43M Buy
25,792
+16,012
+164% +$4.98M 0.42% 70
2020
Q4 		$2.58M Buy
+9,780
New +$2.18M 0.14% 183
2015
Q2 		– Sell
-1,068
Closed -$201K – 409
2015
Q1 		$201K Buy
+1,068
New +$199K 0.01% 398

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Burney Company's GS Position: Q2 2026 in Review

Burney Company reduced its Goldman Sachs (GS) stake by 37% in Q2 2026, selling an estimated $5.93M and leaving 10,450 shares worth $10.6M. The position accounts for 0.29% of the portfolio, ranked #61.

Burney Company first reported a position in GS in Q1 2015 and has held it in 24 quarters since. The position peaked at $14M in Q1 2026. 549 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Burney Company held 10,450 shares of Goldman Sachs worth $10.6M as of Q2 2026.
  • Burney Company sold 6,086 Goldman Sachs shares in Q2 2026, an estimated $5.93M.
  • Goldman Sachs made up 0.29% of Burney Company's portfolio in Q2 2026, its #61 holding.
  • Burney Company first reported a position in Goldman Sachs in Q1 2015 and has held it in 24 quarters since.
  • Burney Company's Goldman Sachs position peaked at $14M in Q1 2026.
  • 549 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.