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Patriot Financial Group Insurance Agency’s Goldman Sachs GS Stock Holding History

Patriot Financial Group Insurance Agency’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 		$912K Sell
902
-836
-48% -$815K 0.09% 240
2026
Q1 		$1.47M Buy
1,738
+865
+99% +$772K 0.08% 251
2025
Q4 		$768K Buy
873
+5
+0.6% +$4.08K 0.09% 235
2025
Q3 		$691K Sell
868
-592
-41% -$439K 0.09% 241
2025
Q2 		$1.03M Buy
1,460
+35
+2% +$20.3K 0.12% 201
2025
Q1 		$779K Buy
1,425
+91
+7% +$54.8K 0.1% 222
2024
Q4 		$764K Sell
1,334
-117
-8% -$65.3K 0.1% 216
2024
Q3 		$719K Sell
1,451
-46
-3% -$22.5K 0.1% 229
2024
Q2 		$677K Buy
1,497
+72
+5% +$31.6K 0.1% 223
2024
Q1 		$595K Sell
1,425
-37
-3% -$14.4K 0.09% 237
2023
Q4 		$564K Buy
1,462
+41
+3% +$13.7K 0.11% 223
2023
Q3 		$460K Sell
1,421
-149
-9% -$49.8K 0.1% 251
2023
Q2 		$506K Sell
1,570
-28
-2% -$9.21K 0.1% 241
2023
Q1 		$523K Sell
1,598
-6
-0.4% -$2.09K 0.11% 216
2022
Q4 		$551K Buy
1,604
+95
+6% +$33.1K 0.07% 192
2022
Q3 		$442K Buy
1,509
+262
+21% +$84.9K 0.11% 214
2022
Q2 		$370K Buy
1,247
+68
+6% +$21.2K 0.08% 261
2022
Q1 		$389K Buy
1,179
+189
+19% +$66.8K 0.07% 280
2021
Q4 		$379K Buy
990
+2
+0.2% +$792 0.06% 295
2021
Q3 		$374K Sell
988
-4
-0.4% -$1.56K 0.07% 292
2021
Q2 		$377K Buy
992
+24
+2% +$8.59K 0.07% 288
2021
Q1 		$317K Sell
968
-79
-8% -$24.6K 0.07% 281
2020
Q4 		$276K Buy
1,047
+177
+20% +$39.4K 0.07% 273
2020
Q3 		$175K Buy
870
+2
+0.2% +$407 0.06% 296
2020
Q2 		$171K Sell
868
-423
-33% -$79.4K 0.07% 260
2020
Q1 		$200K Buy
1,291
+617
+92% +$131K 0.09% 211
2019
Q4 		$155K Sell
674
-152
-18% -$33K 0.06% 256
2019
Q3 		$171K Sell
826
-148
-15% -$30.9K 0.08% 228
2019
Q2 		$201K Buy
974
+99
+11% +$19.6K 0.09% 192
2019
Q1 		$168K Buy
875
+64
+8% +$12.3K 0.09% 188
2018
Q4 		$135K Buy
811
+460
+131% +$92.8K 0.09% 171
2018
Q3 		$79K Buy
351
+51
+17% +$11.9K 0.05% 232
2018
Q2 		$66K Buy
300
+103
+52% +$24.6K 0.07% 159
2018
Q1 		$49K Hold
197
– – 0.04% 317
2017
Q4 		$49K Buy
197
+27
+16% +$6.62K 0.04% 302
2017
Q3 		$41K Hold
170
– – 0.04% 286
2017
Q2 		$38K Hold
170
– – 0.04% 289
2017
Q1 		$39K Hold
170
– – 0.04% 252
2016
Q4 		$39K Buy
+170
New +$34.5K 0.05% 256

Other funds holding GS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GS Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Goldman Sachs (GS) stake by 48% in Q2 2026, selling an estimated $815K and leaving 902 shares worth $912K. The position accounts for 0.09% of the portfolio, ranked #240.

Patriot Financial Group Insurance Agency first reported a position in GS in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.47M in Q1 2026. 1,688 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 902 shares of Goldman Sachs worth $912K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 836 Goldman Sachs shares in Q2 2026, an estimated $815K.
  • Goldman Sachs made up 0.09% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #240 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Goldman Sachs in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Goldman Sachs position peaked at $1.47M in Q1 2026.
  • 1,688 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.