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Crumly & Associates’s Goldman Sachs GS Stock Holding History

Crumly & Associates’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 		$1.39M Sell
1,370
-21
-2% -$20.5K 0.27% 61
2026
Q1 		$1.18M Buy
1,391
+42
+3% +$37.5K 0.25% 67
2025
Q4 		$1.19M Sell
1,349
-163
-11% -$133K 0.25% 69
2025
Q3 		$1.2M Buy
1,512
+33
+2% +$24.5K 0.26% 63
2025
Q2 		$1.05M Sell
1,479
-77
-5% -$44.6K 0.25% 60
2025
Q1 		$850K Buy
1,556
+70
+5% +$42.1K 0.23% 62
2024
Q4 		$851K Buy
+1,486
New +$829K 0.23% 66
2023
Q1 		– Sell
-1,359
Closed -$467K – 111
2022
Q4 		$467K Sell
1,359
-139
-9% -$48.4K 0.18% 64
2022
Q3 		$439K Buy
1,498
+63
+4% +$20.4K 0.18% 69
2022
Q2 		$426K Buy
1,435
+141
+11% +$43.9K 0.18% 70
2022
Q1 		$427K Buy
1,294
+276
+27% +$97.5K 0.16% 78
2021
Q4 		$365K Buy
+1,018
New +$403K 0.14% 80

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Crumly & Associates's GS Position: Q2 2026 in Review

Crumly & Associates reduced its Goldman Sachs (GS) stake by 1.5% in Q2 2026, selling an estimated $20.5K and leaving 1,370 shares worth $1.39M. The position accounts for 0.27% of the portfolio, ranked #61.

Crumly & Associates first reported a position in GS in Q4 2021 and has held it in 12 quarters since. 1,452 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Crumly & Associates held 1,370 shares of Goldman Sachs worth $1.39M as of Q2 2026.
  • Crumly & Associates sold 21 Goldman Sachs shares in Q2 2026, an estimated $20.5K.
  • Goldman Sachs made up 0.27% of Crumly & Associates's portfolio in Q2 2026, its #61 holding.
  • Crumly & Associates first reported a position in Goldman Sachs in Q4 2021 and has held it in 12 quarters since.
  • 1,452 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.