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Carter Financial Group’s Goldman Sachs GS Stock Holding History

Carter 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 		$441K Sell
436
-63
-13% -$61.4K 0.23% 75
2026
Q1 		$422K Buy
499
+20
+4% +$17.8K 0.26% 61
2025
Q4 		$421K Sell
479
-32
-6% -$26.1K 0.25% 68
2025
Q3 		$407K Buy
511
+78
+18% +$57.8K 0.25% 65
2025
Q2 		$305K Buy
+433
New +$251K 0.2% 78

Other funds holding GS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

Carter Financial Group reduced its Goldman Sachs (GS) stake by 13% in Q2 2026, selling an estimated $61.4K and leaving 436 shares worth $441K. The position accounts for 0.23% of the portfolio, ranked #75.

Carter Financial Group first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 1,511 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Carter Financial Group held 436 shares of Goldman Sachs worth $441K as of Q2 2026.
  • Carter Financial Group sold 63 Goldman Sachs shares in Q2 2026, an estimated $61.4K.
  • Goldman Sachs made up 0.23% of Carter Financial Group's portfolio in Q2 2026, its #75 holding.
  • Carter Financial Group first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • 1,511 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.