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Merit Financial Group’s Goldman Sachs GS Stock Holding History

Merit 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 		$22.3M Buy
22,097
+431
+2% +$420K 0.14% 129
2026
Q1 		$18.3M Buy
21,666
+951
+5% +$848K 0.14% 132
2025
Q4 		$18.2M Buy
20,715
+1,520
+8% +$1.24M 0.15% 118
2025
Q3 		$15.3M Buy
19,195
+138
+0.7% +$102K 0.14% 125
2025
Q2 		$13.5M Buy
19,057
+7,891
+71% +$4.57M 0.15% 106
2025
Q1 		$6.1M Buy
11,166
+609
+6% +$366K 0.09% 180
2024
Q4 		$6.05M Buy
10,557
+741
+8% +$413K 0.11% 159
2024
Q3 		$4.86M Sell
9,816
-977
-9% -$478K 0.11% 148
2024
Q2 		$4.88M Buy
10,793
+2,854
+36% +$1.25M 0.11% 149
2024
Q1 		$3.48M Buy
7,939
+2,238
+39% +$868K 0.08% 188
2023
Q4 		$2.2M Sell
5,701
-2,310
-29% -$771K 0.07% 188
2023
Q3 		$2.59M Sell
8,011
-70
-0.9% -$23.4K 0.08% 184
2023
Q2 		$2.61M Buy
8,081
+15
+0.2% +$4.93K 0.08% 188
2023
Q1 		$2.64M Sell
8,066
-1,361
-14% -$474K 0.1% 165
2022
Q4 		$3.24M Buy
9,427
+115
+1% +$40K 0.12% 131
2022
Q3 		$2.73M Buy
9,312
+12
+0.1% +$3.89K 0.12% 122
2022
Q2 		$2.76M Buy
9,300
+4,917
+112% +$1.53M 0.09% 150
2022
Q1 		$1.45M Buy
4,383
+250
+6% +$88.3K 0.09% 126
2021
Q4 		$1.58M Buy
4,133
+22
+0.5% +$8.71K 0.16% 71
2021
Q3 		$1.55M Buy
4,111
+23
+0.6% +$8.98K 0.16% 69
2021
Q2 		$1.55M Sell
4,088
-486
-11% -$174K 0.15% 71
2021
Q1 		$1.5M Buy
4,574
+1,564
+52% +$487K 0.16% 66
2020
Q4 		$794K Buy
+3,010
New +$670K 0.08% 101
2020
Q2 		– Sell
-3,319
Closed -$513K – 227
2020
Q1 		$513K Buy
3,319
+95
+3% +$20.2K 0.06% 121
2019
Q4 		$741K Buy
3,224
+1,160
+56% +$252K 0.07% 105
2019
Q3 		$428K Buy
2,064
+56
+3% +$11.7K 0.05% 97
2019
Q2 		$410K Buy
+2,008
New +$397K 0.05% 79

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Merit Financial Group increased its Goldman Sachs (GS) stake by 2% in Q2 2026, buying an estimated $420K and bringing the position to 22,097 shares worth $22.3M. The position accounts for 0.14% of the portfolio, ranked #129.

Merit Financial Group first reported a position in GS in Q2 2019 and has held it in 27 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Merit Financial Group held 22,097 shares of Goldman Sachs worth $22.3M as of Q2 2026.
  • Merit Financial Group bought 431 Goldman Sachs shares in Q2 2026, an estimated $420K.
  • Goldman Sachs made up 0.14% of Merit Financial Group's portfolio in Q2 2026, its #129 holding.
  • Merit Financial Group first reported a position in Goldman Sachs in Q2 2019 and has held it in 27 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.