Golden State Equity Partners
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Golden State Equity Partners’s Boston Beer SAM Stock Holding History

Golden State Equity Partners’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$26.2K Buy
+160
New +$28.4K ﹤0.01% 1163
2026
Q2 		– Sell
-160
Closed -$36.9K – 1472
2026
Q1 		$36.9K Buy
+160
New +$36K ﹤0.01% 943

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Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return

Golden State Equity Partners's SAM Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in Boston Beer (SAM) in Q3 2026: 160 shares worth $26.2K. The stake represents ﹤0.01% of the portfolio and ranks #1163 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in SAM as recently as Q1 2026.

Golden State Equity Partners first reported a position in SAM in Q1 2026 and has held it in 2 quarters since. The position peaked at $36.9K in Q1 2026. 140 funds tracked by Wall St. Rank hold SAM as of Q3 2026.

  • Golden State Equity Partners held 160 shares of Boston Beer worth $26.2K as of Q3 2026.
  • Boston Beer was a new Golden State Equity Partners position in Q3 2026.
  • Boston Beer made up ﹤0.01% of Golden State Equity Partners's portfolio in Q3 2026, its #1163 holding.
  • Golden State Equity Partners first reported a position in Boston Beer in Q1 2026 and has held it in 2 quarters since.
  • Golden State Equity Partners's Boston Beer position peaked at $36.9K in Q1 2026.
  • 140 funds tracked by Wall St. Rank held Boston Beer as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.