Greystone Financial Group’s Goldman Sachs GS Stock Holding History

Greystone 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	$315K	Sell	311 -56	-15%	-$54.6K	0.09%	68
2026 Q1	$310K	Sell	367 -1,408	-79%	-$1.26M	0.09%	70
2025 Q4	$1.56M	Sell	1,775 -44	-2%	-$35.9K	0.24%	56
2025 Q3	$1.45M	Sell	1,819 -182	-9%	-$135K	0.22%	60
2025 Q2	$1.42M	Buy	2,001 +30	+2%	+$17.4K	0.23%	56
2025 Q1	$1.08M	Buy	+1,971	New	+$1.19M	0.2%	66
2023 Q1	–	Sell	-9,843	Closed	-$3.38M	–	98
2022 Q4	$3.38M	Sell	9,843 -1,242	-11%	-$432K	0.99%	36
2022 Q3	$3.25M	Sell	11,085 -18,868	-63%	-$6.11M	1.1%	36
2022 Q2	$8.9M	Buy	+29,953	New	+$9.33M	2.77%	8
2021 Q1	–	Sell	-32,143	Closed	-$9.65M	–	95
2020 Q4	$9.65M	Buy	+32,143	New	+$7.16M	2.63%	8

Other funds holding GS

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Greystone Financial Group reduced its Goldman Sachs (GS) stake by 15% in Q2 2026, selling an estimated $54.6K and leaving 311 shares worth $315K. The position accounts for 0.09% of the portfolio, ranked #68.

Greystone Financial Group first reported a position in GS in Q4 2020 and has held it in 10 quarters since. The position peaked at $9.65M in Q4 2020. 1,549 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Greystone Financial Group held 311 shares of Goldman Sachs worth $315K as of Q2 2026.
Greystone Financial Group sold 56 Goldman Sachs shares in Q2 2026, an estimated $54.6K.
Goldman Sachs made up 0.09% of Greystone Financial Group's portfolio in Q2 2026, its #68 holding.
Greystone Financial Group first reported a position in Goldman Sachs in Q4 2020 and has held it in 10 quarters since.
Greystone Financial Group's Goldman Sachs position peaked at $9.65M in Q4 2020.
1,549 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.