Fortem Financial Group’s Goldman Sachs GS Stock Holding History

Fortem Financial Group’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	$263K	Buy	260 +2	+0.8%	+$1.95K	0.05%	167
2026 Q1	$219K	Sell	258 -2	-0.8%	-$1.78K	0.05%	162
2025 Q4	$229K	Sell	260 -2	-0.8%	-$1.63K	0.06%	153
2025 Q3	$209K	Sell	262 -304	-54%	-$225K	0.06%	157
2025 Q2	$400K	Buy	566 +2	+0.4%	+$1.16K	0.13%	120
2025 Q1	$308K	Buy	564 +1	+0.2%	+$602	0.12%	152
2024 Q4	$322K	Buy	563 +1	+0.2%	+$558	0.12%	138
2024 Q3	$278K	Buy	+562	New	+$275K	0.11%	149
2021 Q1	–	Sell	-243	Closed	-$64K	–	275
2020 Q4	$64K	Buy	+243	New	+$54.1K	0.04%	221

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

Fortem Financial Group's GS Position: Q2 2026 in Review

Fortem Financial Group increased its Goldman Sachs (GS) stake by 0.78% in Q2 2026, buying an estimated $1.95K and bringing the position to 260 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #167.

Fortem Financial Group first reported a position in GS in Q4 2020 and has held it in 9 quarters since. The position peaked at $400K in Q2 2025. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Fortem Financial Group held 260 shares of Goldman Sachs worth $263K as of Q2 2026.
Fortem Financial Group bought 2 Goldman Sachs shares in Q2 2026, an estimated $1.95K.
Goldman Sachs made up 0.05% of Fortem Financial Group's portfolio in Q2 2026, its #167 holding.
Fortem Financial Group first reported a position in Goldman Sachs in Q4 2020 and has held it in 9 quarters since.
Fortem Financial Group's Goldman Sachs position peaked at $400K in Q2 2025.
1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.