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Confluence Wealth Services’s Goldman Sachs GS Stock Holding History

Confluence Wealth Services’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 		$787K Buy
778
+186
+31% +$181K 0.02% 269
2026
Q1 		$501K Buy
592
+328
+124% +$293K 0.02% 264
2025
Q4 		$232K Buy
+264
New +$215K 0.01% 347
2022
Q1 		– Sell
-167
Closed -$63K – 606
2021
Q4 		$63K Buy
+167
New +$66.1K 0.02% 417

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

Confluence Wealth Services's GS Position: Q2 2026 in Review

Confluence Wealth Services increased its Goldman Sachs (GS) stake by 31% in Q2 2026, buying an estimated $181K and bringing the position to 778 shares worth $787K. The position accounts for 0.02% of the portfolio, ranked #269.

Confluence Wealth Services first reported a position in GS in Q4 2021 and has held it in 4 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Confluence Wealth Services held 778 shares of Goldman Sachs worth $787K as of Q2 2026.
  • Confluence Wealth Services bought 186 Goldman Sachs shares in Q2 2026, an estimated $181K.
  • Goldman Sachs made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #269 holding.
  • Confluence Wealth Services first reported a position in Goldman Sachs in Q4 2021 and has held it in 4 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.