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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Fiduciary Alliance's GS Position: Q2 2026 in Review

Fiduciary Alliance increased its Goldman Sachs (GS) stake by 1.2% in Q2 2026, buying an estimated $28.3K and bringing the position to 2,484 shares worth $2.51M. The position accounts for 0.17% of the portfolio, ranked #146.

Fiduciary Alliance first reported a position in GS in Q4 2022 and has held it in 10 quarters since. 632 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Fiduciary Alliance held 2,484 shares of Goldman Sachs worth $2.51M as of Q2 2026.
  • Fiduciary Alliance bought 29 Goldman Sachs shares in Q2 2026, an estimated $28.3K.
  • Goldman Sachs made up 0.17% of Fiduciary Alliance's portfolio in Q2 2026, its #146 holding.
  • Fiduciary Alliance first reported a position in Goldman Sachs in Q4 2022 and has held it in 10 quarters since.
  • 632 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.