Evergreen Capital Management’s Goldman Sachs GS Stock Holding History

Evergreen Capital Management’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	$152M	Buy	150,189 +117,244	+356%	+$114M	2.66%	2
2026 Q1	$27.9M	Sell	32,945 -47,949	-59%	-$42.8M	0.6%	30
2025 Q4	$71.1M	Sell	80,894 -131,286	-62%	-$107M	1.59%	9
2025 Q3	$169M	Buy	212,180 +210,335	+11,400%	+$156M	4.01%	1
2025 Q2	$1.31M	Buy	1,845 +172	+10%	+$99.7K	0.04%	317
2025 Q1	$914K	Buy	1,673 +49	+3%	+$29.5K	0.03%	348
2024 Q4	$930K	Sell	1,624 -35	-2%	-$19.5K	0.03%	349
2024 Q3	$822K	Buy	1,659 +129	+8%	+$63.1K	0.03%	364
2024 Q2	$692K	Buy	1,530 +56	+4%	+$24.6K	0.03%	382
2024 Q1	$616K	Sell	1,474 -1,281	-46%	-$497K	0.02%	393
2023 Q4	$1.06M	Sell	2,755 -178	-6%	-$59.4K	0.04%	286
2023 Q3	$949K	Sell	2,933 -12,886	-81%	-$4.31M	0.04%	292
2023 Q2	$5.1M	Buy	15,819 +114	+0.7%	+$37.5K	0.21%	133
2023 Q1	$5.14M	Buy	15,705 +252	+2%	+$87.7K	0.23%	125
2022 Q4	$5.31M	Sell	15,453 -920	-6%	-$320K	0.25%	117
2022 Q3	$4.8M	Buy	16,373 +3,224	+25%	+$1.04M	0.25%	116
2022 Q2	$3.9M	Sell	13,149 -175	-1%	-$54.5K	0.2%	134
2022 Q1	$4.4M	Sell	13,324 -72	-0.5%	-$25.4K	0.18%	148
2021 Q4	$5.13M	Buy	13,396 +227	+2%	+$89.9K	0.21%	133
2021 Q3	$4.98M	Buy	13,169 +584	+5%	+$228K	0.22%	119
2021 Q2	$4.78M	Buy	12,585 +100	+0.8%	+$35.8K	0.23%	114
2021 Q1	$4.08M	Sell	12,485 -3,366	-21%	-$1.05M	0.21%	122
2020 Q4	$4.18M	Buy	15,851 +13,521	+580%	+$3.01M	0.24%	101
2020 Q3	$468K	Sell	2,330 -35	-1%	-$7.12K	0.03%	269
2020 Q2	$467K	Sell	2,365 -19,915	-89%	-$3.74M	0.04%	250
2020 Q1	$3.44M	Buy	22,280 +20,556	+1,192%	+$4.36M	0.32%	80
2019 Q4	$396K	Buy	+1,724	New	+$374K	0.03%	287
2019 Q2	–	Sell	-11,035	Closed	-$2.12M	–	452
2019 Q1	$2.12M	Buy	11,035 +547	+5%	+$106K	0.21%	108
2018 Q4	$1.75M	Sell	10,488 -2,882	-22%	-$581K	0.18%	117
2018 Q3	$3M	Sell	13,370 -39	-0.3%	-$9.07K	0.27%	86
2018 Q2	$2.96M	Buy	13,409 +2,334	+21%	+$557K	0.28%	82
2018 Q1	$2.79M	Buy	+11,075	New	+$2.88M	0.27%	90

Other funds holding GS

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 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

Evergreen Capital Management's GS Position: Q2 2026 in Review

Evergreen Capital Management increased its Goldman Sachs (GS) stake by 356% in Q2 2026, buying an estimated $114M and bringing the position to 150,189 shares worth $152M. The position accounts for 2.66% of the portfolio, ranked #2.

Evergreen Capital Management first reported a position in GS in Q1 2018 and has held it in 32 quarters since. The position peaked at $169M in Q3 2025. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Evergreen Capital Management held 150,189 shares of Goldman Sachs worth $152M as of Q2 2026.
Evergreen Capital Management bought 117,244 Goldman Sachs shares in Q2 2026, an estimated $114M.
Goldman Sachs made up 2.66% of Evergreen Capital Management's portfolio in Q2 2026, its #2 holding.
Evergreen Capital Management first reported a position in Goldman Sachs in Q1 2018 and has held it in 32 quarters since.
Evergreen Capital Management's Goldman Sachs position peaked at $169M in Q3 2025.
1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.