Lorne Steinberg Wealth Management
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Lorne Steinberg Wealth Management’s Goldman Sachs GS Stock Holding History

Lorne Steinberg Wealth Management’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 		$9.38M Buy
10,423
+75
+0.7% +$76.7K 1.98% 24
2026
Q2 		$10.5M Buy
10,348
+206
+2% +$201K 2.15% 20
2026
Q1 		$8.58M Sell
10,142
-164
-2% -$146K 2.03% 22
2025
Q4 		$9.06M Sell
10,306
-3
-0% -$2.45K 2.08% 18
2025
Q3 		$8.21M Sell
10,309
-86
-0.8% -$63.7K 1.98% 19
2025
Q2 		$7.36M Sell
10,395
-15
-0.1% -$8.69K 1.92% 24
2025
Q1 		$5.69M Sell
10,410
-6,285
-38% -$3.78M 1.66% 29
2024
Q4 		$9.6M Sell
16,695
-31
-0.2% -$17.3K 2.77% 9
2024
Q3 		$8.28M Sell
16,726
-110
-0.7% -$53.8K 2.39% 12
2024
Q2 		$7.62M Sell
16,836
-155
-0.9% -$68K 2.45% 11
2024
Q1 		$7.1M Buy
16,991
+8
+0% +$3.1K 2.22% 17
2023
Q4 		$6.55M Sell
16,983
-15
-0.1% -$5.01K 2.2% 16
2023
Q3 		$5.5M Sell
16,998
-320
-2% -$107K 2.12% 19
2023
Q2 		$5.59M Sell
17,318
-260
-1% -$85.5K 2.1% 20
2023
Q1 		$5.75M Sell
17,578
-20
-0.1% -$6.96K 2.3% 13
2022
Q4 		$6.04M Buy
17,598
+15
+0.1% +$5.22K 2.6% 11
2022
Q3 		$5.15M Buy
17,583
+5,710
+48% +$1.85M 2.5% 13
2022
Q2 		$3.53M Buy
11,873
+542
+5% +$169K 1.66% 33
2022
Q1 		$3.74M Buy
11,331
+1,655
+17% +$585K 1.73% 31
2021
Q4 		$3.7M Sell
9,676
-66
-0.7% -$26.1K 1.59% 34
2021
Q3 		$3.68M Buy
9,742
+205
+2% +$80.1K 1.78% 30
2021
Q2 		$3.62M Buy
9,537
+237
+3% +$84.8K 1.78% 29
2021
Q1 		$3.04M Buy
9,300
+30
+0.3% +$9.34K 1.61% 31
2020
Q4 		$2.45M Buy
+9,270
New +$2.06M 1.53% 30

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Lorne Steinberg Wealth Management's GS Position: Q3 2026 in Review

Lorne Steinberg Wealth Management increased its Goldman Sachs (GS) stake by 0.72% in Q3 2026, buying an estimated $76.7K and bringing the position to 10,423 shares worth $9.38M. The position accounts for 1.98% of the portfolio, ranked #24.

Lorne Steinberg Wealth Management first reported a position in GS in Q4 2020 and has held it in 24 quarters since. The position peaked at $10.5M in Q2 2026. 1,115 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Lorne Steinberg Wealth Management held 10,423 shares of Goldman Sachs worth $9.38M as of Q3 2026.
  • Lorne Steinberg Wealth Management bought 75 Goldman Sachs shares in Q3 2026, an estimated $76.7K.
  • Goldman Sachs made up 1.98% of Lorne Steinberg Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Lorne Steinberg Wealth Management first reported a position in Goldman Sachs in Q4 2020 and has held it in 24 quarters since.
  • Lorne Steinberg Wealth Management's Goldman Sachs position peaked at $10.5M in Q2 2026.
  • 1,115 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.