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 Q3	$280K	Hold	311	–	–	0.08%	69
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	-$9.6M	–	95
2020 Q4	$9.6M	Buy	+32,143	New	+$7.16M	2.63%	8

Other funds holding GS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Greystone Financial Group's GS Position: Q3 2026 in Review

Greystone Financial Group held its Goldman Sachs (GS) position steady in Q3 2026 at 311 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #69.

Greystone Financial Group first reported a position in GS in Q4 2020 and has held it in 11 quarters since. The position peaked at $9.6M in Q4 2020. 1,980 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Greystone Financial Group held 311 shares of Goldman Sachs worth $280K as of Q3 2026.
Greystone Financial Group left its Goldman Sachs share count unchanged in Q3 2026.
Goldman Sachs made up 0.08% of Greystone Financial Group's portfolio in Q3 2026, its #69 holding.
Greystone Financial Group first reported a position in Goldman Sachs in Q4 2020 and has held it in 11 quarters since.
Greystone Financial Group's Goldman Sachs position peaked at $9.6M in Q4 2020.
1,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Greystone Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.