Fiduciary Alliance
GS icon

Fiduciary Alliance’s Goldman Sachs GS Stock Holding History

Fiduciary Alliance’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
Q3 		$2.24M Buy
2,489
+5
+0.2% +$5.12K 0.17% 136
2026
Q2 		$2.51M Buy
2,484
+29
+1% +$28.3K 0.17% 146
2026
Q1 		$2.21M Buy
2,455
+944
+62% +$842K 0.13% 172
2025
Q4 		$1.33M Buy
1,511
+145
+11% +$118K 0.09% 211
2025
Q3 		$1.09M Buy
1,366
+29
+2% +$21.5K 0.07% 224
2025
Q2 		$946K Buy
1,337
+111
+9% +$64.3K 0.07% 230
2025
Q1 		$670K Sell
1,226
-43
-3% -$25.9K 0.07% 215
2024
Q4 		$727K Buy
1,269
+441
+53% +$246K 0.07% 193
2024
Q3 		$410K Buy
+828
New +$405K 0.05% 174
2023
Q3 		– Sell
-1
Closed -$323 – 483
2023
Q2 		$323 Buy
+1
New +$329 ﹤0.01% 945
2023
Q1 		– Sell
-1
Closed -$343 – 428
2022
Q4 		$343 Buy
+1
New +$348 ﹤0.01% 870

Other funds holding GS

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

Fiduciary Alliance's GS Position: Q3 2026 in Review

Fiduciary Alliance increased its Goldman Sachs (GS) stake by 0.2% in Q3 2026, buying an estimated $5.12K and bringing the position to 2,489 shares worth $2.24M. The position accounts for 0.17% of the portfolio, ranked #136.

Fiduciary Alliance first reported a position in GS in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.51M in Q2 2026. 768 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Fiduciary Alliance held 2,489 shares of Goldman Sachs worth $2.24M as of Q3 2026.
  • Fiduciary Alliance bought 5 Goldman Sachs shares in Q3 2026, an estimated $5.12K.
  • Goldman Sachs made up 0.17% of Fiduciary Alliance's portfolio in Q3 2026, its #136 holding.
  • Fiduciary Alliance first reported a position in Goldman Sachs in Q4 2022 and has held it in 11 quarters since.
  • Fiduciary Alliance's Goldman Sachs position peaked at $2.51M in Q2 2026.
  • 768 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.